Senior Operations Representative
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Job Location:
Montgomery, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Merrills 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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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
Required Qualifications:
Minimum of 1 years professional or relevant internship experience required
Strong communication skills both verbal and written
Strong analytical skills able to maintain a high quality of customer service and attention to detail
Work independently prioritize time and exceptional organizational skills
Manage multiple and conflicting objectives projects or activities at once with minimal direction
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
Internal employees who are currently working from home are still eligible to apply. However if selected for the role you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5Required Experience:
Senior IC
Key Skills
About Company
What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.
