Senior Registered Retirement Benefits Financial Services Representative

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Job description

Job Description:

Role Overview
As a Retirement Benefits Senior Financial Services Representative you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution 401(k), defined benefit pension, non-qualified deferred compensation and equity award service plans).

What you'll do
As a Retirement Benefits Senior Financial Services Representative you will provide first-call resolution and will be responsible for:

Providing clients with clear information and specific details on their retirement and benefit plans
Error-free processing of financial transactions including stock, money market and mutual fund trades
Demonstrating professionalism, trust and teamwork
Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiries
Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Required Skills & Experience

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent.
Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
History of effective problem-solving and decision-making skills that balances the needs of all parties involved
Recent experience with identifying creative solutions to improve a customer experience or key process
Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience
Knowledge of financial terms and concepts
Understanding of retirement plans and products

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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Job Description:

Role Overview
As a Retirement Benefits Senior Financial Services Representative you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution 401(k), defined benefit pension, non-qualified deferred compensation and equity award service plans).

What you'll do
As a Retirement Benefits Senior Financial Services Representative you will provide first-call resolution and will be responsible for:

Providing clients with clear information and specific details on their retirement and benefit plans
Error-free processing of financial transactions including stock, money market and mutual fund trades
Demonstrating professionalism, trust and teamwork
Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiries
Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Required Skills & Experience

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent.
Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
History of effective problem-solving and decision-making skills that balances the needs of all parties involved
Recent experience with identifying creative solutions to improve a customer experience or key process
Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience
Knowledge of financial terms and concepts
Understanding of retirement plans and products

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: Role Overview
As a Retirement Benefits Senior Financial Services Representative you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution 401(k), defined benefit pension, non-qualified deferred compensation and equity award service plans).

What you'll do
As a Retirement Benefits Senior Financial Services Representative you will provide first-call resolution and will be responsible for:

Providing clients with clear information and specific details on their retirement and benefit plans
Error-free processing of financial transactions including stock, money market and mutual fund trades
Demonstrating professionalism, trust and teamwork
Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiries
Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Required Skills & Experience

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent.
Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
History of effective problem-solving and decision-making skills that balances the needs of all parties involved
Recent experience with identifying creative solutions to improve a customer experience or key process
Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience
Knowledge of financial terms and concepts
Understanding of retirement plans and products Shift:

1st shift (United States of America)

Hours Per Week:

40