Investment Consultant II - Merrill Premium

Key Responsibilities

• Applies knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs.
• Owning the management, research, and communication process of resolving client issues.
• Delivering on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts.
• Accurately executing and confirming trade orders as well as a variety of securities transactions initiated by self-directed clients.
• Aiding clients with brokerage consumer website usage and navigation.
• Researching and resolving client requests.
• Maintaining current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations.

Required Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).
• Demonstrated passion and interest in financial markets.
• Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy.
• Strong analytical and organizational skills.
• Detail oriented, with good follow-up skills.
• Strong interpersonal skills.
• Basic knowledge of the organization, products, and/or services.
• Knowledge of financial markets and trading strategies.
• Excellent verbal and written communication skills.
• Proven ability to meet and exceed productivity and performance goals.
• Technologically savvy and able to quickly learn new systems.
• Flexible to work assigned shift within center hours of operation.
• Strong desire for point of call resolution.
• Focused on client satisfaction.

Desired Qualifications

• Call center experience is preferred but not required.
• Previous Brokerage experience is a plus.
• 1+ years of financial industry experience.

Skills

• Account Management
• Advisory
• Client Experience
• Branding
• Customer and Client Focus
• Cause Analysis
• Client Management
• Pipeline Management
• Issue Management
• Trading