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GWIM Senior Operations Representative

Jacksonville, Florida

Job Description:

Consumer, Small Business & Wealth Management Operations and Global Delivery Center of Expertise is a team of more than 50,000 employees and contractors, responsible for delivering integrated service and operations solutions to clients across Consumer & Small Business, Merrill Lynch Wealth Management, and Private Bank client segments.

Line of Business Job Description: 
The Error Control Operations Representative is responsible for processing trade corrections submitted by Branch Offices, internal business units, and external investment managers.  The processor operates in a team environment to deliver sustainable results in line with team procedures and objectives.  Trade corrections are processed on a first in, first out basis and involve submitting market orders to buy or sell securities in order to resolve errors.  As market conditions fluctuate the result of an error may be a financial loss for the firm.  In this role the employee will develop a strong foundational understanding of financial markets and learn control functions and risk-mitigation strategies.

The duties of this particular role include, but are not limited to:
-Process trade corrections and resolve inquiries in a timely manner
-Build sustainable relationships with internal and external partners
-Communicate effectively with teammates to achieve objectives
-Resolve open items in error accounts
-Provide outstanding personalized service

Ideal candidates demonstrate the following attributes (Required Skills):
-Collaborative mindset with ability to partner with support teams to resolve inquiries
-Intellectually curious with a desire to identify and implement innovative solutions
-Anticipates and proactively identifies and escalates potential risks
-Ability to operate in a multi-faceted environment while meeting strict deadlines
-Proficient in Microsoft Office suite of applications
-Flexibility to work an 8 hour shift, with an emphasis on New York Stock Exchange (NYSE) hours

Skills, Talents and Qualifications (Desired Skills):
-Bachelor’s degree is a plus
-Series 7 License is a plus


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
4800 DEER LAKE DR E, FL, Jacksonville, 32246