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Bank Of America Merrill Edge Life Services Support Operations Processor United States, Arizona, Chandler 352091935
Job Description:
Daily tasks will typically cover one or more operations areas, and may include, but are not limited to: document uploading, account maintenance/updates, data entry/remediation, and other administrative tasks as needed to support front-line Financial Solutions Advisors as they work directly with clients to transition accounts to beneficiaries, executors, and inheritors.
Required Qualifications:
• Excellent interpersonal and oral/written communication skills
• Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
• Ability to adapt and embrace change in a highly evolving environment
• Attention to detail and high quality of work standards
• Previous knowledge of client account services and structure is preferred
• Knowledge of asset transition process is preferred
• Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions
• Grasp complex, technical material quickly
• Self-starter with a track record of initiative in normal day to day job duties and proposing solutions to improve efficiency through processes.
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 preferred
Additional Skills used:
- 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
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 general operational support including handling inbound calls, mail sorting, and mail distribution
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