Consumer Investments - Investment Specialist Trainee (obtain Sie Series 7 66)
Bank of America
Jacksonville, US
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.
Bank of America believes both in the importance of working together and offering flexibility to our employees.
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.