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Retirement Benefits Financial Service Representative

Merrill

This is a Full-time position in Chandler, AZ posted April 5, 2021.

Job Description: **Multiple Shifts Available** Role Overview: As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g.

defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans).

You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held).

We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.

What you’ll do As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for:Providing clients with clear information and specific details on their retirement and benefit plansError-free processing of financial transactions including stock, money market and mutual fund tradesDemonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessEnterprise OverviewRepresentatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquiries relating to retirement and benefit plans.

Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days.

Required Skills & Experience: FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license.

If not currently held, must be obtained within 240 days.

This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study planProven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every day Desired Skills & Experience: FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licensesKnowledge of financial terms and conceptsUnderstanding of retirement plans and products Required to work from the primary work location listed when not in remote operating stance Initially you may be required to work from home and/or remotely in this role: o Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)o Sufficient room to set up a laptop, monitor, keyboard and mouseo Comfortable space to work for a full shifto Quiet, private and SECURE space in which to work Shift: 1st shift (United States of America) Hours Per Week: 40