Trade Elevation Senior Investment Specialist

Job description

Job Description: This job is responsible for executing on client service activities by answering general inquiries, performing account maintenance, assisting with online access and website navigation, and executing and confirming trade orders initiated by self-directed clients. Key responsibilities include uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses. In a call center setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation and execution/confirmation of trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent). Trade Elevation Senior Investment Specialists deliver phone based support to internal...