GWIM Operations Representative
4 weeks ago
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a key member of our team, you will play a vital role in supporting the wealth management business by providing high-quality service and efficient operations support.
Our team is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We strive to create a safe work environment that promotes trust, transparency, and open communication.
Key Responsibilities:
- Perform standard transaction processing and reconciliation according to established guidelines and procedures.
- Respond to client inquiries through various channels to support operational efficiency and quality client service.
- Perform basic research, follow-ups, and resolution of routine research requests.
- Identify potential issues in daily operational tasks and escalate risk concerns, as appropriate.
- Provide general operational support, including handling inbound calls, mail sorting, and mail distribution.
Requirements:
- High School Diploma / GED / Secondary School or equivalent.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Basic research and analytical skills.
- Proficiency in Microsoft Office applications.
Benefits:
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
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.
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