Wealth Management Field Support – Wire Team

Merrill Lynch
Published
November 20, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

The Wealth Management Field Support Representative will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Client Associates and Financial Advisors, on a variety of banking needs.  The Wealth Management Fields Representative will assist with tutorial support and routine/standard transactions in a call center environment according to established procedures. Candidate should possess the ability to handle and resolve a variety of incoming banking servicing telephone calls from branch office personnel and clients. They should provide white-glove service for the assigned area's internal business partners and/or external customers and clients. Individuals at this level are expected to use independence of thought, but may engage Operations Team Manager for more complex problems. Generally 1 year or more banking or call center experience is preferred.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

-->

Job Description:

The Wealth Management Field Support Representative will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Client Associates and Financial Advisors, on a variety of banking needs.  The Wealth Management Fields Representative will assist with tutorial support and routine/standard transactions in a call center environment according to established procedures. Candidate should possess the ability to handle and resolve a variety of incoming banking servicing telephone calls from branch office personnel and clients. They should provide white-glove service for the assigned area's internal business partners and/or external customers and clients. Individuals at this level are expected to use independence of thought, but may engage Operations Team Manager for more complex problems. Generally 1 year or more banking or call center experience is preferred.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:
The Wealth Management Field Support Representative will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Client Associates and Financial Advisors, on a variety of banking needs.  The Wealth Management Fields Representative will assist with tutorial support and routine/standard transactions in a call center environment according to established procedures. Candidate should possess the ability to handle and resolve a variety of incoming banking servicing telephone calls from branch office personnel and clients. They should provide white-glove service for the assigned area's internal business partners and/or external customers and clients. Individuals at this level are expected to use independence of thought, but may engage Operations Team Manager for more complex problems. Generally 1 year or more banking or call center experience is preferred.
Shift:

1st shift (United States of America)

Hours Per Week: 

40

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