Investment Specialist

Job Description: Investment Specialist

In the position of an Investment Specialist, your fundamental role is to provide specialized financial counsel to self-directed investors and potential clients, guiding them through the complexities of the financial world. Your main goal will be to identify opportunities for deepening client relationships and helping clients in making informed choices on investments.

This position enables individuals to work in a lively and energetic environment that prioritizes delivering exceptional customer service and creating enduring client partnerships. Bank of America is devoted to aiding individuals and businesses in prospering by offering financial products and services that align with their investment needs.

Key Responsibilities:

• Supply Financial Direction: Offer insights to potential leads and self-managed investors, aiding them in identifying and implementing investment plans that are in line with their financial targets.
• Client empowerment: Empower clients by educating them on the various investment products, services, and trading strategies that Bank of America offers.
• Building deeper connections: Foster stronger ties with clients by discovering extra investment demands and facilitating introductions to appropriate business contacts.
• Serve clients effectively by attending to common account inquiries, resolving any concerns they may have, and delivering quick solutions.
• Execute Transactions: Ensure precise execution and validation of trade orders, securities transactions, and other investment instructions from clients.
• Providing guidance to clients on how to effectively use online tools for investment tracking and decision-making is part of the client education and support process.
• Handling Client Concerns: Take ownership of managing, researching, and communicating in order to effectively resolve client issues and maintain a high level of client satisfaction.
• Stay informed about Merrill's products, policies, services, and market trends to provide clients with relevant and up-to-date insights.
• Compliance involves the meticulous observance of Bank of America's policies, protocols, and regulatory frameworks in managing client portfolios and relationships.
• Client Retention: Engage in proactive efforts to cultivate and uphold lasting client associations by consistently providing customized, reliable, and courteous service.

Required Qualifications:

• A fervent interest and strong inclination towards exploring the dynamics of investments and market trends.
• Skilled at delivering outstanding customer support through active listening, empathy, and resolving client issues in a thoughtful manner.
• Confirmed aptitude in analytical capacities and structured organizational talents, characterized by a meticulous dedication to detail and thorough follow-up.
• Exemplifying strong people skills in cultivating rapport and managing client connections.
• Skill in handling multiple tasks concurrently while working in a fast-paced and demanding environment.
• Comprehension of financial markets, investment instruments, and trading methodologies is important.
• Strong communication abilities, adept at clarifying challenging financial concepts with ease.
• Established proficiency in meeting and exceeding productivity and performance benchmarks.
• Skilled in technology with a quick aptitude for mastering novel tools and systems.
• Ability to adjust schedule to meet shift demands as requested.
• Putting major emphasis on point-of-contact resolution while striving to ensure high levels of client satisfaction.

Desired Qualifications:

• Prior experience in a call center setting is advantageous but not essential.
• It is seen as a positive if you have worked in brokerage before.
• Having worked in the finance industry or a relevant field for over 12 months.

Skills:

• Account Management
• Client Experience & Advisory centers on optimizing client relationships and consultation
• Branding and Client Solutions**: Establishing a brand image and satisfying client requirements
• The focus of the conversation is on Oral Communications & Active Listening
• Emphasizing detail-oriented practices and dealing with concerns proactively is crucial
• Effective pipeline management requires the strategic allocation of resources and monitoring of processes to ensure timely completion of tasks
• Effective risk management strategies in trading aim to protect capital, preserve profits, and optimize returns by anticipating and responding to market volatility and other sources of risk

What factors differentiate Bank of America in the banking industry?

At Bank of America, a strong focus on maintaining a culture of Responsible Growth is paramount. This involves prioritizing the growth of team members, facilitating pathways for career progression, and establishing a harmonious work environment. As an Investment Consultant II, you become a pivotal member of a team dedicated to supporting clients in accomplishing their financial aspirations, while also offering opportunities for personal growth, advancement, and influence. Seize the chance to be part of a corporation dedicated to creating sustained success for both clients and team members.

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