GWIM Senior Operations Representative

Merrill Lynch
Published
August 24, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

Job Description

As Managed Account Platform Support Representative, you will be working in an inbound contact center supporting our Merrill Lynch Branch Office partners with resolving inquiries from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program. Through this position, the associate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

  • Resolves inquiries via the Merrill Lynch Service Network from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program
  • Provide navigational and tutorial support for Branch Offices
  • Maintain an awareness of Investment Advisory Program platform changes, enhancements and requirements
  • Build sustainable relationships through interaction with various branch and home office partners to deliver multi-faceted solutions
  • Provide real time feedback from branch offices leading to strategic innovation

Required skills & experience:

  • Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information
  • Must have experience gathering, absorbing and using facts/information to make effective and timely decisions
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
  • Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
  • Proficient with Microsoft Word, Excel and PowerPoint

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

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0 -->

Job Description:

Job Description

As Managed Account Platform Support Representative, you will be working in an inbound contact center supporting our Merrill Lynch Branch Office partners with resolving inquiries from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program. Through this position, the associate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

  • Resolves inquiries via the Merrill Lynch Service Network from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program
  • Provide navigational and tutorial support for Branch Offices
  • Maintain an awareness of Investment Advisory Program platform changes, enhancements and requirements
  • Build sustainable relationships through interaction with various branch and home office partners to deliver multi-faceted solutions
  • Provide real time feedback from branch offices leading to strategic innovation

Required skills & experience:

  • Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information
  • Must have experience gathering, absorbing and using facts/information to make effective and timely decisions
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
  • Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
  • Proficient with Microsoft Word, Excel and PowerPoint

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

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0

Job Description:
Job Description

As Managed Account Platform Support Representative, you will be working in an inbound contact center supporting our Merrill Lynch Branch Office partners with resolving inquiries from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program. Through this position, the associate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

  • Resolves inquiries via the Merrill Lynch Service Network from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program
  • Provide navigational and tutorial support for Branch Offices
  • Maintain an awareness of Investment Advisory Program platform changes, enhancements and requirements
  • Build sustainable relationships through interaction with various branch and home office partners to deliver multi-faceted solutions
  • Provide real time feedback from branch offices leading to strategic innovation

Required skills & experience:

  • Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information
  • Must have experience gathering, absorbing and using facts/information to make effective and timely decisions
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
  • Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
  • Proficient with Microsoft Word, Excel and PowerPoint

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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