GWIM Senior Operations Representative

Merrill Lynch
April 30, 2021
Jacksonville, FL
Job Type


Job Description:
Job Description

Transfer Agent Control provides cash flow projections, activity reporting, outstanding balance reporting, and money movement instructions for Money Market, Bank Deposit, and College Savings Plan Products distributed by MLPFS.  Daily activity is received from multiple MLPFS distribution channels including Retail, Retirement, and Institutional sales segments, in addition to FDS Direct Shareholders.  Services performed by Transfer Agent Control support settlement and accounting functions with Funds, Fund Accountants, Transfer Agents, Treasury, and Custody Banks.  Transfer Agent Control facilitates $2.9 trillion in money movement annually for over 240 products.

Through this position, the teammate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

Responsibilities Include:

  • Build and strengthen sustainable relationships with internal and external business partners
  • A subject matter expert in on your processes and ability to assist with the resolution of daily outages
  • Assist with updates to procedural documentation / process maps, and participate in system testing as needed
  • Professional communication (written and verbal)
  • Participate in internal and third party audits
  • Ability to research and resolve inquiries from internal and external business partners
  • Support department initiatives
  • Manage risk by identifying and escalating items appropriately
  • Participate in projects and special assignments as needed
  • Process improvement and technology enhancement coordination
  • Update/Maintain accurate procedures
  • Maintain Physical Record Retention and facilitate movement of documents to offsite storage
  • Provide training and guidance to junior team members where necessary

Required Skills:

  • Ability to work independently while effectively managing and finding resolution to complex situations
  • Ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
  • Detail oriented and able to research and resolve complex issues
  • Collaborative mindset with an ability to build and maintain excellent working relationships
  • Ability to understand technical systems and data flow
  • General knowledge of accounting and financial reporting
  • Career oriented teammate seeking to grow within the organization

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work


1st shift (United States of America)

Hours Per Week: 


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