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Money & Asset Transfers (MAT) - Distributions Processing Generalist

Chandler, Arizona

Job Description:

The Processing Team role reviews and processes paper-based distribution requests for Merrill Edge clients. Requests can be initiated through Life Service Representatives, BAC, MESD, MECM associates, SMC, DocuSign, and faxed documents in the Distributions inboxes and CMC queue. The distribution role supports living, deceased, divorce and PBF / BANA paper-based requests. Additional responsible include supporting the Distributions Processing phone line and Edge Distributions Tasks. The representative should have a strong understanding of the portability guidelines for both retirement and retail accounts.

Required skills:

-              Minimum Year End Performance Rating of Meets/Meets

-              No form of progressive discipline

-              Excellent customer service skills

Desired Skills:

-              Distributions subject matter expert

-              Strong focus on delivering excellent client experience

-              Positive demeanor and a commitment to quality work

-              Impeccable Attendance Record

-              Attention to detail

-              Ability to handle escalated problems

-              Ability to multi-task

-              Ability to manage time with minimal supervision

-              Great Technical and Service Accuracy records

-              Back-up paperwork processing experience

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.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

250

Job Description:

The Processing Team role reviews and processes paper-based distribution requests for Merrill Edge clients. Requests can be initiated through Life Service Representatives, BAC, MESD, MECM associates, SMC, DocuSign, and faxed documents in the Distributions inboxes and CMC queue. The distribution role supports living, deceased, divorce and PBF / BANA paper-based requests. Additional responsible include supporting the Distributions Processing phone line and Edge Distributions Tasks. The representative should have a strong understanding of the portability guidelines for both retirement and retail accounts.

Required skills:

-              Minimum Year End Performance Rating of Meets/Meets

-              No form of progressive discipline

-              Excellent customer service skills

Desired Skills:

-              Distributions subject matter expert

-              Strong focus on delivering excellent client experience

-              Positive demeanor and a commitment to quality work

-              Impeccable Attendance Record

-              Attention to detail

-              Ability to handle escalated problems

-              Ability to multi-task

-              Ability to manage time with minimal supervision

-              Great Technical and Service Accuracy records

-              Back-up paperwork processing experience

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

Full time

JR-21052729

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

KRYSTAL HOLT

Referral Bonus:

250

Street Address

Primary Location:
2595 W Chandler Blvd, AZ, Chandler, 85224