Consumer Investments - Investment Specialist Trainee (obtain Sie Series 7 66)
Bank of America (GHR)
Fort Worth, United States of America
Fully remote
Client-focused service
Inbound service calls
Financial needs solutions
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
Job Summary
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.
These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe.
The role acts as a central entry point into a fully licensed financial services career.
Matching Summary
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.