This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.
Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Must be a current Year Up intern with Bank of America
Client-focused with a passion for excellence and a positive team attitude
Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Effective communicator with an aptitude for sales and relationship management
Strong computer skills
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Ambitious, disciplined, hardworking, resilient and willing to learn

This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Investment Specialist Trainee, SIE, Series 7, 66

Key skills