Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for processing operational and administrative transactions to support Global Wealth and Investment Management operations. Key responsibilities include covering core operations functional areas such as client service opportunities, report generation, trade correction processing, money movement processing, data entry, etc. Job expectations include processing transactions according to the bank's procedures and processes, while referring non-standard problems to the Market Client Relationship Manager to protect the client and the Financial Advisors practice.
Responsibilities:
- Leads Global Wealth and Investment Management's operational needs to complete money movement tasks, while applying the bank's policies and procedures best practices
- Prioritizes associate development by providing feedback to the Market Client Relationship Manager to ensure Financial Advisors (FAs) and Client Associates (CAs) requests are submitted accurately
- Manages daily tasks and applies judgement during decision making to ensure all operations are executed in a timely manner
- Works with clients in a professional manner to address their needs, identify client service opportunities, while notifying the FA and/or CA of the client opportunity
- Conducts quality control checks on clients' portfolios and transactions to ensure accuracy and regulatory compliance
Skills:
- Business Operations Management
- Customer Service Management
- Prioritization
- Reporting
- Trade Operations Management
- Data Collection and Entry
- Data and Trend Analysis
- Organizational Effectiveness
- Process Management
- Quality Assurance
- Customer and Client Focus
- Oral Communications
- Research Analysis
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5