GWIM Sr. Ops Representative - Full-time
GWIM Sr. Ops Representative
New York, New York
? *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 operational support including handling inbound calls, mail sorting and distribution, and incoming and outgoing deposits
+ 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 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
? *Shift:**
1st shift (United States of America)
? *Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (?Policy?) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Apply Now
New York, New York
? *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 operational support including handling inbound calls, mail sorting and distribution, and incoming and outgoing deposits
+ 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 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
? *Shift:**
1st shift (United States of America)
? *Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (?Policy?) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Apply Now