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Investment Specialist

Posted By:
Mindy Savage
Posting ID:
Lincoln, Ri
 investment   advisor   finance   financial 
Category:Accounting / Finance
Listing Type:Job
Employment:Full Time
Company:Merrill Edge

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Job description:
Investment Specialists work in the Merrill Edge Investment Center helping self-directed investors with their account and trading needs. You will assist clients with education on our online platform, research, enterprise offerings and deepen relationships through understanding financial goals. The Investment Center provides several career paths including a variety of specialty teams servicing technology needs, online chat and email, and advanced trading techniques.

Required Skills:
Series 7 and Series 66 is required; if not currently held, must be obtained within 120 days
Communicate effectively
Strong computer skills with an ability to multitask in a fast paced environment
Requires basic knowledge of the organization, products and/or services
Ability to adapt and seek solutions for customers in a fast-paced environment
Bachelors degree is preferred, or 1-2 years relevant work experience

Preferred Skills:
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Capable of effectively operating in a team oriented and highly collaborative environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Previous knowledge of client account services
Demonstrated passion and interest in financial markets
Proven ability to meet and exceed productivity and quality monitoring goals
Financial services industry experience

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