Investment Specialist jobs in Providence, RI

Skills for Rhode Island's Future (Skills RI) is recruiting Investment Specialist Trainee for Bank of America in Lincoln, RI.

Please read more about Skills RI at the end of this job description.

COMPANY NAME: Bank of America
JOB TITLE: Investment Specialist Trainee
LOCATION: Lincoln, RI
HOURS: Full-time

This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 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. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.

Key Responsibilities:

• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals

Successful Candidates will have:

• 1 years of customer/client service experience, including experience handling difficult client situations.
• 1 years of experience in the banking/financial industry.

HOW TO APPLY

Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Bank of America will make the final hiring decisions.

WHY APPLY THROUGH SKILLS FOR RHODE ISLAND’S FUTURE

Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process.

Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work