The Distributions Service Operations Generalist role provides point of call support to Bank of America/Merrill clients and internal partners with money and asset transfer requests. The role's core responsibilities require strong communication skills; impeccable accuracy and attention to detail; and excellent ability for time management. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected.
Key responsibilities include:
Assist clients at point of call with money and asset transfer requests.
Meeting adherence, productivity, and entry and service accuracy requirements.
Anticipate, identify, and take appropriate steps to mitigate financial risk.
Ensure compliance with all firm requirements.
• Strong focus on delivering excellent client experience
• Positive demeanor and a commitment to quality work
• Must demonstrate to pay attention to detail
• Ability to handle escalated problems
• Ability to multi-task
• College degree preferred
• Customer Service and/or call center experience preferred
• Knowledge of Merrill systems, products and applications
Enterprise Job Description
Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. 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 areas internal business partners and/or external customers and clients. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. 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.
Shift:1st shift (United States of America)
Hours Per Week:40
Learn more about this role
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