Financial Services Representative

Merrill Lynch
Jacksonville, Florida
Depending on experience
Closing date
Dec 9, 2021

View more

Job Role
Registered Representative
Employment Type
Full Time
Entry Level

Job Details

Role Overview

As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support. 

What you’ll do

As a Retirement Benefits 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. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan
  • 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

  • FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses Knowledge of financial terms and concepts Understanding of retirement plans and  products

**Multiple Shifts Available**

Required to work from the primary work location listed when not in remote operating stance Initially you may be required to work from home and/or remotely in this role: Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection) Sufficient room to set up a laptop, monitor, keyboard and mouse Comfortable space to work for a full shift Quiet, private and SECURE space in which to work  

Opportunities exist in Jacksonville, Florida, Chandler, Arizona and Hopewell, New Jersey



Merrill, a Bank of America company, is a leading provider of comprehensive wealth management and investment products and services for individuals, companies and institutions.  One of the largest firms in the world that specialized in goals-based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.  Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Find Us
100 North Tryon Street
United States

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