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.

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 standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

Performs standard transaction processing and reconciliation according to the established guidelines and procedures

Responds to client inquiries through numerous channels to support operational efficiency and quality client service

Performs basic research, follow-ups, and resolution of routine research requests

Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate

Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Communicates with executives and line management to gather and convey relevant information

Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment

Proactively manages the calendar of multiple executives, effectively resolving conflicts that arise in a professional manner

Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments

Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills

Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems

Lead on technology requests

Handles onboarding of new employees

Strong communication, time management and organizational skills are required

Skills:

Business Operations ManagementCustomer Service ManagementPrioritizationReportingTrade Operations ManagementData Collection and EntryData and Trend AnalysisOrganizational EffectivenessProcess ManagementQuality AssuranceCustomer and Client FocusOral CommunicationsResearch AnalysisWritten Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5