Life Services Financial Services Representative - Hunt Valley
Bank of America Merrill Lynch
Hunt Valley, Maryland, United States
Base: $24.00 - $25.96 hourly; bonus/equity: not sp...
Not specified (assumed to be hybrid or onsite based on the nature of the role)
Phone-based client service environment
Identify client needs and refer sales
Process documentation for asset transitions
Bank of America Merrill Lynch is seeking a Life Services Financial Services Representative in Hunt Valley, Maryland, to provide exceptional client care and support for financial needs. The role focuses on building relationships with clients and guiding them through the transition of deceased account assets, while also offering opportunities for career growth through comprehensive training
Job Summary
This foundational role prepares individuals for long-term career growth within Bank of America and Merrill through award-winning training and personalized coaching.
The position focuses on delivering exceptional client care by providing point-of-call servicing and guiding clients with needs-based solutions for their financial goals.
As part of the Life Services team, representatives will guide beneficiaries through the logistics of transitioning deceased account assets via inbound and outbound calls.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Life Services Financial Services Representative in Hunt Valley, Maryland, to provide exceptional client care and support for financial needs. The role focuses on building relationships with clients and guiding them through the transition of deceased account assets, while also offering opportunities for career growth through comprehensive training.
Salary
Base: $24.00 - $25.96 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included