Consumer Investments ApprenticeThis is an apprenticeship opportunityThis opportunity is located in Lincoln, RIAbout this PositionThe 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 systemsJob Skills/Requirements 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 learnPay Range$19-20/hrYUPRO Placement is the nation’s 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.
