Merrill Advisor developing financial plans for high - net worth individuals with a focus on investment guidance. Collaborating with advisors and managing client relationships to deliver wealth management solutions.
About the role
- Financial Services Account Associate II supporting customers' financial inquiries via inbound calls and maintaining account information. Flexibility to work hybrid in a fast-paced fintech team environment.
Responsibilities
- Providing customer service via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system.
- We work within multiple transfer agent systems and Microsoft Office applications.
- Work location is hybrid some days in the office and some days work virtually from home.
- On the days you are working from home, you will be required you to identify a location from which you can maintain the confidentiality of customer account information.
- Consistently being on camera will be required during any meetings or training.
- Participating in ongoing training and staying abreast of financial regulatory changes.
Requirements
- Strong technical skills ability to multitask, troubleshoot, and navigate various systems at once.
- Flexibility to work overtime when volumes dictate.
- High-speed internet with ethernet access that meets our criteria of 50 MBPS download and 6 MBPS upload.
- Ability to productively handle inbound telephone calls and meet performance goals
- Ability to work independently and in a team environment
- Bilingual (English/Spanish) a plus
- Investment industry or financial experience desired
- College degree (or currently working towards one) or financial customer service experience desired
Benefits
- 100% virtual training 8:30am – 5:00pm ET (Monday through Friday) for 5 to 6 weeks.
- Attractive benefits including medical, dental, and vision coverage
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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