Senior Finance Analyst
Nestle
Oracle
Financial Services Representative – Retirement and Benefits
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Pennington • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $25 - $30 per hour
Job Level
Junior
About the role
- Responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans)
- Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
- Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
- Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
- Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
- Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Requirements
- Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
- Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
- Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
- Ability to handle confidential matters and sensitive information in a responsible manner
- Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
- Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
- Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Ability to work under pressure
- Can learn and understand technology to assist clients with the latest in Digital and Digital banking
- Comfortable receiving ongoing performance feedback and coaching
- Ability to learn and adapt to new information and technology platforms
- Must be flexible to work various shifts which may include a weekend day ** 1st and 2nd shifts available **
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client carerisk managementinvestment tradingfinancial planningproblem-solvingcritical thinkingaccount managementneeds-based solutionsconfidentiality handlingdigital banking
Soft skills
communication skillsactive listeningempathyrapport buildingpositivitydependabilityteam playerflexibilityadaptabilitycustomer service
