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GWIM Senior Operations Representative

Pennington, New Jersey;

Job Description:

  • Job Description Summary

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.

  • Job Description

The specialist role will support the Loan Management Account (LMA) Services and Operations team. Responsibilities include but are not limited to:

  • Review all LMA loan applications and supplemental documents for retail and commercial applicants.
  • Ensure each applicant meets internal compliance and external regulatory requirements.
  • Document preparation and loan maintenance.
  • Assist with inbound phone calls through the MLSN, providing assistance to FAs and CAs with general questions and procedures.
  • Provide support to LMA business partners, including GWIM Risk, Credit Specialists and Wealth Management Bankers.

Required skills:

  • Ability to work effectively with financial advisors and Wealth Management Bankers for the resolution of identified problems while ensuring strict compliance with complex regulatory requirements.
  • Strong analytical and problem solving skills.
  • Positive attitude, strong work ethic and team player.
  • Well organized individual with good writing and phone communication skills are a must to ensure outstanding service is delivered to internal clients.
  • Good knowledge of Word, Excel and Access.

Desired skills:

  • College degree desired.
  • 2-3 years’ experience of Merrill Lynch operations with knowledge of both internal (operations) and external (branch) procedures and systems.

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

  • Job Description Summary

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.

  • Job Description

The specialist role will support the Loan Management Account (LMA) Services and Operations team. Responsibilities include but are not limited to:

  • Review all LMA loan applications and supplemental documents for retail and commercial applicants.
  • Ensure each applicant meets internal compliance and external regulatory requirements.
  • Document preparation and loan maintenance.
  • Assist with inbound phone calls through the MLSN, providing assistance to FAs and CAs with general questions and procedures.
  • Provide support to LMA business partners, including GWIM Risk, Credit Specialists and Wealth Management Bankers.

Required skills:

  • Ability to work effectively with financial advisors and Wealth Management Bankers for the resolution of identified problems while ensuring strict compliance with complex regulatory requirements.
  • Strong analytical and problem solving skills.
  • Positive attitude, strong work ethic and team player.
  • Well organized individual with good writing and phone communication skills are a must to ensure outstanding service is delivered to internal clients.
  • Good knowledge of Word, Excel and Access.

Desired skills:

  • College degree desired.
  • 2-3 years’ experience of Merrill Lynch operations with knowledge of both internal (operations) and external (branch) procedures and systems.

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21040717

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Taylor Lewis

Referral Bonus:

0