Financial Services Representative

Bank of America

. Service corporate-sponsored plans, including retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans .

Posted 11/6/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in servicing corporate-sponsored retirement and benefit plans while providing exceptional client care and navigating complex account inquiries. Proficient in trading investment instruments and identifying potential risks to support clients' financial goals.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7 Top-Off LicenseSeries 63 LicenseCustomer Service ExperienceFinancial/Banking Center Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan ServiceDefined Contribution PlansDefined Benefit PlansInvestment TradingRisk IdentificationAccount ManagementNeeds-Based SolutionsClient AuthenticationOnline Service NavigationComplex Inquiry Resolution

Soft Skills

Exceptional Client CareRelationship BuildingAdaptabilityProblem SolvingCommunication

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7 Top-Off LicenseSeries 63 License

Industry Keywords

Corporate-Sponsored PlansEquity Award Service PlansHigh-Net-Worth ClientsCasual InvestorsActive TradersCall Center ExperienceFinancial GoalsSelf-Service Delivery ChannelsEscalated Account InquiriesWeekend Availability

About the role

Key responsibilities & impact

Service corporate-sponsored plans, including retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans
Provide exceptional client care
Grow client relationships
Guide clients with needs-based solutions supporting financial goals
Trade stocks, bonds, and other investment instruments for high-net-worth clients, casual investors, and active traders
Handle escalated and complex account inquiries and resolve concerns promptly
Navigate multiple systems to migrate clients to online and self-service delivery channels
Authenticate clients accurately and adhere fully to policies and procedures
Identify and escalate potential risk

Requirements

What you’ll need

FINRA Securities Industry Essentials (SIE), Series 7 Top-Off and Series 63 licenses required, or obtain within 240 days of start date
Flexibility to work various shifts, including a weekend day
40 hours per week; 1st and 2nd shifts available
High School Diploma / GED / Secondary School or equivalent
Experience in a call center and/or financial/banking center
Customer service experience
Ability to learn and adapt to new information and technology platforms
Currently holds or is pursuing Bachelor's Degree (desired)

Benefits

Comp & perks

Base salary compensation
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Flexibility based on role-specific responsibilities and business needs