Retirement Benefits- Financial Services Representative
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 plans. Error-free processing of financial transactions including stock, money market and mutual fund trades. Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries. Proactively identifying and escalating risks and seeking opportunities to improve the customer experience.
History of effective problem-solving and decision-making skills that balances the needs of all parties involved
Understanding of retirement plans and products
FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses
Documentation
Customer Relationship Management
Time Management
Data analysis skills
Verbal communication
written communication
Adaptability
Detail Oriented and Organized
Result Driven
Multi-tasker
According to JobzMall, the average salary range for a Retirement Benefits- Financial Services Representative in 410 Scotch Rd, Pennington, NJ 08534, USA is $41,000 to $70,000 per year. This range may vary depending on the individual's experience and qualifications.
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Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.
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