Consumer Investments - Investment Specialist Trainee (obtain Sie Series 7 & 66)
Bank of America
Chandler, USA
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Client needs identification
Referral to specialist teams
Exceptional client care
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Bank of America is seeking an Investment Specialist Trainee in Chandler, USA, to provide phone-based services, manage client relationships, and assist in financial needs. The role requires candidates to possess strong communication skills, a client-focused attitude, and the ability to multitask in a fast-paced environment.
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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.
Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
Match Score: 75
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Bank of America is seeking an Investment Specialist Trainee in Chandler, USA, to provide phone-based services, manage client relationships, and assist in financial needs. The role requires candidates to possess strong communication skills, a client-focused attitude, and the ability to multitask in a fast-paced environment.
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Skills & Requirements
Must-have
Client needs identification
Referral to specialist teams
Exceptional client care
Needs-based solutions
Performance-based environment
Nice-to-have
Passion for excellence
Positive team attitude
Ambitious and disciplined
Resilient and willing to learn
Key Requirements
Pass SIE, Series 7, and Series 66 exams
High School Diploma / GED / Secondary School
1+ years of experience in a performance-based environment (Desired)