Consumer Investments Apprentice
Consumer Investments Apprentice
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Consumer Investments Apprentice
This is an apprenticeship opportunity
This opportunity is located in Lincoln RI
The Financial Services Representative (FSR) apprenticeship is a foundational role preparing you for long-term career growth in financial services. You will work in a phone-based environment at a Merrill Contact Center delivering exceptional client service supporting account needs and building client relationships. This role offers best-in-class training personalized coaching and potential advancement into an Investment Specialist Trainee (1ST) role.
Job Responsibilities Deliver world-class client experiences through phone-based account servicing and issue resolution
Assist with balance inquiries account statements and personal information updates
Support clients with cash offers PIN resets document requests online account linking and money movement
Identify clients financial needs and refer opportunities to specialist and sales teams
Maintain accurate detailed records of client interactions in internal systems
Strong oral and written communication including professional phone etiquette and rapport building
1 years customer service retail or call center experience preferred
Analytical mindset with problem-solving skills
Organized dependable and adaptable; able to multitask in a fast-paced metrics-driven environment
Proficient in Microsoft Office applications
Knowledge of investment products (stocks mutual funds ETFs bonds annuities retirement and banking accounts) is a plus
Ambitious resilient goal-oriented and eager to learn
$19-20/hr
YUPRO Placement is the nations leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire apprenticeship and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.
Remote Work :
Yes
Employment Type :
Full-time
Employment Type
Remote
