GWIM Senior Operations Representative

Back to search results GWIM Senior Operations Representative Birmingham, Alabama Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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.Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.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 proceduresResponds to client inquiries through numerous channels to support operational efficiency and quality client servicePerforms basic research, follow-ups, and resolution of routine research requestsIdentifies potential issues in daily operational tasks and escalates risk concerns, as appropriateProvides general operational support including handling inbound calls, mail sorting, and mail distributionRequired Qualifications:· Minimum of 1+ years professional or relevant internship experience required· Strong communication skills, both verbal and written · Strong analytical skills, able to maintain a high quality of customer service and attention to detail· Work independently, prioritize time and exceptional organizational skills· Manage multiple and conflicting objectives, projects or activities at once with minimal direction Desired Qualifications:• Form and maintain strong working relationships with internal business partners while working together to better serve clients• Proactively identify opportunities for process improvement• Knowledge of Merrill systems including CEW, KDC, CMC cases, CDOL, branch scanning, etc.• Knowledge of asset transition process is preferredSkills:Business Operations ManagementCustomer Service ManagementPrioritizationReportingTrade Operations ManagementData Collection and EntryData and Trend AnalysisOrganizational EffectivenessProcess ManagementQuality AssuranceCustomer and Client FocusOral CommunicationsResearch AnalysisWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentInternal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26030444 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share: Save job Job saved