Job Title: Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66), Lincoln
Client:
Bank of America
Location:
Lincoln, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
cb04c43b5a5b
Job Views:
10
Posted:
22.06.2025
Expiry Date:
06.08.2025
Job Description:
This role involves providing phone-based services to clients, handling 20 to 30 inbound calls daily to address financial needs. Responsibilities include deepening client relationships by referring them to specialized sales teams, managing products, trading in self-directed accounts, and maintaining knowledge of chat functionality and various financial products. Training will be provided to earn SIE, S7, and S66 certifications over 12 months.
Key responsibilities:
* Identify clients’ needs and refer sales opportunities to specialists and sales teams.
* Provide exceptional client care and support clients in achieving their financial goals.
* Develop knowledge in managed products, trading, chat functionality, and 529 plans.
Candidate requirements:
* Client-focused with a passion for excellence and a positive attitude.
* Self-motivated, goal-oriented, capable of multitasking in a fast-paced environment.
* Effective communicator with sales and relationship management skills.
* Strong computer skills and willingness to pass licensing exams (SIE, Series 7 & 66).
* Ambitious, disciplined, resilient, and eager to learn.
Desired skills:
* Bachelor’s degree or 1-2 years of experience in a performance-based environment.
* Financial licenses such as SIE, Series 7, or Series 66, and interest in pursuing further certifications.
* Leadership capabilities.
Additional skills:
* Trust building, customer service, objection handling, consulting, risk management, organization, critical thinking, conflict resolution, rapport building, active listening, customer focus, analytical thinking, attention to detail, emotional intelligence, adaptability, coaching, referral identification.
Shift & Hours:
1st shift (United States), 40 hours per week.
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