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GWIM Senior Operations Representative

Austin, Texas

Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.

Primary duties:

  • Sits at the Reception Desk and greets clients

  • Answer phones,  be personable, pleasant, and gracious

  • Backup Operations, cashiering, during lunch and for Cashier time off

  • Back up supply ordering

  • Back up Technology/BSA

  • Work 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 needed

  • Post outgoing mail daily

  • Other duties as assigned

Required Skills and Experience

  • 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

    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.


    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:
    607 W 3rd St, TX, Austin, 78701