Senior Investment Specialist

Bank of America

. Provide phone-based support to internal and external clients .

Posted 10/13/2026full-timeUnited StatesSenior💰 $34 - $43 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing client support for trading and investment products, with a strong focus on risk management and compliance. Proficient in utilizing the Merrill Edge platform and executing trade orders while maintaining high standards of communication and client relationship management.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseMargin Trading KnowledgeMerrill Edge Platform FamiliarityClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Trade Order ExecutionAccount MaintenanceRisk MitigationCorporate Actions AdministrationInvestment Product Knowledge

Soft Skills

Strong Communication SkillsProblem-Solving AbilityAttention to DetailPositive AttitudeOwnership Mindset

Tools & Technologies

Merrill Edge Platform

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

TradingMargin OperationsEquity TradingOption TradingClient Engagement

About the role

Key responsibilities & impact

Provide phone-based support to internal and external clients
Answer inquiries regarding buying power, margin, investment products, trading, market mechanics, and corporate actions
Execute and confirm trade orders initiated by self-directed clients
Perform account maintenance
Assist with online access and website navigation
Enter higher-risk or uncommon trades requiring greater expertise
Apply internal policies, procedures, and processes for frontline risk mitigation
Support margin operations, trading pre-approvals, corporate actions administration, option risk mitigation, and other risk-management tasks and projects
Resolve client inquiries promptly to increase engagement and satisfaction
Assist with product fulfillment and supervision requirements, including missed review and NIGO maintenance, funding, terminations, and withdrawals
Build client relationships and refer clients to appropriate partner businesses
Uncover additional client needs and deepen existing relationships

Requirements

What you’ll need

Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses, required
High school diploma, GED, secondary school, or equivalent
Knowledge and experience discussing margin, equity and option trading, and related trading violations with clients
Familiarity with the Merrill Edge platform/website and client order entry procedure
Understanding of the firm’s products and services
Interest in investment products and markets
Contact center or retail investing/trading experience desired
Ability to work independently and collaborate with others
Strong communication skills
Positive attitude and problem-solving ability
Attention to detail and ability to make few mistakes
Ownership mindset
Flexibility and productivity in current role

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Performance recognition and rewards
Support for physical, emotional, and financial wellness