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GWIM Sr Operations Representative

Company: Merrill Lynch
Location: Brea
Posted on: January 13, 2022

Job Description:

Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. DescriptionProcesses operational and administrative transactions in support of GWIM Operations. Daily responsibilities will cover one or more core operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Processes routine transactions according to established procedures and prescribed processes. Works under close supervision and refers non-standard problems and transactions to Operations Team Manager and/or Supervisor for guidance and resolution. Typically an entry-level position. Primary duties:Sits at the Reception Desk and greets clientsAnswer phones, -- -be personable, pleasant, and graciousBackup Operations, cashiering, during lunch and for Cashier time offBack up supply orderingBack up Technology/BSAWork with Sales Manager on Mutual-- - Fund wholesaler on-site training, order lunches and breakfasts -- -Manage Office/Facility issues (Heat, A/C, Computer Room, Furniture, Carpets)Market Directory /Phone List revisions as neededPost outgoing mail dailyOther duties as assigned Required Skills and ExperienceMinimum of 1+ years professional or relevant internship experience requiredStrong communication skills, both verbal and written Strong analytical skills, able to maintain a high quality of customer service and attention to detailWork independently, prioritize time and exceptional organizational skillsManage multiple and conflicting objectives, projects or activities at once with minimal direction **Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.**Job Band:H7Shift:-- -1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. DescriptionProcesses operational and administrative transactions in support of GWIM Operations. Daily responsibilities will cover one or more core operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Processes routine transactions according to established procedures and prescribed processes. Works under close supervision and refers non-standard problems and transactions to Operations Team Manager and/or Supervisor for guidance and resolution. Typically an entry-level position. Primary duties:Sits at the Reception Desk and greets clientsAnswer phones, -- -be personable, pleasant, and graciousBackup Operations, cashiering, during lunch and for Cashier time offBack up supply orderingBack up Technology/BSAWork with Sales Manager on Mutual-- - Fund wholesaler on-site training, order lunches and breakfasts -- -Manage Office/Facility issues (Heat, A/C, Computer Room, Furniture, Carpets)Market Directory /Phone List revisions as neededPost outgoing mail dailyOther duties as assigned Required Skills and ExperienceMinimum of 1+ years professional or relevant internship experience requiredStrong communication skills, both verbal and written Strong analytical skills, able to maintain a high quality of customer service and attention to detailWork independently, prioritize time and exceptional organizational skillsManage multiple and conflicting objectives, projects or activities at once with minimal direction **Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.**Job Band:H7Shift:-- -1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:0 Job Description: Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. DescriptionProcesses operational and administrative transactions in support of GWIM Operations. Daily responsibilities will cover one or more core operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Processes routine transactions according to established procedures and prescribed processes. Works under close supervision and refers non-standard problems and transactions to Operations Team Manager and/or Supervisor for guidance and resolution. Typically an entry-level position. Primary duties:Sits at the Reception Desk and greets clientsAnswer phones, -- -be personable, pleasant, and graciousBackup Operations, cashiering, during lunch and for Cashier time offBack up supply orderingBack up Technology/BSAWork with Sales Manager on Mutual-- - Fund wholesaler on-site training, order lunches and breakfasts -- -Manage Office/Facility issues (Heat, A/C, Computer Room, Furniture, Carpets)Market Directory /Phone List revisions as neededPost outgoing mail dailyOther duties as assigned Required Skills and ExperienceMinimum of 1+ years professional or relevant internship experience requiredStrong communication skills, both verbal and written Strong analytical skills, able to maintain a high quality of customer service and attention to detailWork independently, prioritize time and exceptional organizational skillsManage multiple and conflicting objectives, projects or activities at once with minimal direction **Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.** Shift:1st shift (United States of America) Hours Per Week:-- -37.5

Keywords: Merrill Lynch, Fullerton , GWIM Sr Operations Representative, Other , Brea, California

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