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Sr Ops Analyst- Transition Management Onsite Support Specialist

Jacksonville, Florida

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The Transition Management Team (TMT) is responsible for transitioning Financial Advisor recruits book of business from another contra firm into Merrill. This position is part of the Transition Management Team supporting transitioning Financial Advisor recruits book of business from another contra firm into Merrill.   In current environment, TMT representatives provides pre and post-arrival virtual support to newly recruited Financial Advisors, their Client Associates, and Branch Managers.  Future travel, up to 90% per year, to all Merrill Branch Offices will be required contingent upon travel restrictions being lifted. The TMT representative operates in a team environment when managing or supporting most transitions.  In addition to managing the client transfer process, responsibilities include but are not limited to: building client packets/mailings, opening new accounts, supporting all back office processing functions, monitoring and responding to emails sent to the TMT’s Service Mailbox and phone support for the TMT Hotline.

Ideal candidates demonstrate the following attributes

  • Strong organizational and time management skills
  • Demonstrates attention to detail
  • Ability to work in a fast paced environment
  • Exhibits good judgment and decision making skills
  • Collaborative mindset with an ability to partner with support teams to find resolution for inquiries
  • Ability to quickly learn with a strong ability to multi task
  • Industry Experience
  • Project Management skills/experience

Required Skills:

  • 90% future travel required to branch offices once business travel restrictions are lifted
  • Flexible work hours to meet demands of Merrill Branch Office
  • Previous experience working in or supporting Merrill Branch Offices
  • Initiative: Willingness and ability to play an active role in identifying and implementing process improvements. Demonstration of a 'self-starter' attitude and a willingness to help others Professional Demeanor: Ability to conduct self with patience, composure and appropriate attitude.                                                                   
  • Service Adeptness: Ability to comprehend, empathize and respond appropriately to client needs.                                                                                       
  • Problem Solving and Decision Making Skills: Ability to think analytically, using strong research skills, applying best practices and leveraging past experiences to resolve problems.                                                                                                                                                 
  • Communication Skills: Ability to communicate effectively (both verbally and written), tailor communications to audience, and actively listen.                                                                                         
  • Flexibility to work in an evolving environment as automation of processes and reorganization of process flows are implemented to achieve efficiencies.                                                                                                 
  • Must display the ability to multi-task, handle complex situations, and have a 'team player' attitude but able to work independently as needed.                                                                  

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The Transition Management Team (TMT) is responsible for transitioning Financial Advisor recruits book of business from another contra firm into Merrill. This position is part of the Transition Management Team supporting transitioning Financial Advisor recruits book of business from another contra firm into Merrill.   In current environment, TMT representatives provides pre and post-arrival virtual support to newly recruited Financial Advisors, their Client Associates, and Branch Managers.  Future travel, up to 90% per year, to all Merrill Branch Offices will be required contingent upon travel restrictions being lifted. The TMT representative operates in a team environment when managing or supporting most transitions.  In addition to managing the client transfer process, responsibilities include but are not limited to: building client packets/mailings, opening new accounts, supporting all back office processing functions, monitoring and responding to emails sent to the TMT’s Service Mailbox and phone support for the TMT Hotline.

Ideal candidates demonstrate the following attributes

  • Strong organizational and time management skills
  • Demonstrates attention to detail
  • Ability to work in a fast paced environment
  • Exhibits good judgment and decision making skills
  • Collaborative mindset with an ability to partner with support teams to find resolution for inquiries
  • Ability to quickly learn with a strong ability to multi task
  • Industry Experience
  • Project Management skills/experience

Required Skills:

  • 90% future travel required to branch offices once business travel restrictions are lifted
  • Flexible work hours to meet demands of Merrill Branch Office
  • Previous experience working in or supporting Merrill Branch Offices
  • Initiative: Willingness and ability to play an active role in identifying and implementing process improvements. Demonstration of a 'self-starter' attitude and a willingness to help others Professional Demeanor: Ability to conduct self with patience, composure and appropriate attitude.                                                                   
  • Service Adeptness: Ability to comprehend, empathize and respond appropriately to client needs.                                                                                       
  • Problem Solving and Decision Making Skills: Ability to think analytically, using strong research skills, applying best practices and leveraging past experiences to resolve problems.                                                                                                                                                 
  • Communication Skills: Ability to communicate effectively (both verbally and written), tailor communications to audience, and actively listen.                                                                                         
  • Flexibility to work in an evolving environment as automation of processes and reorganization of process flows are implemented to achieve efficiencies.                                                                                                 
  • Must display the ability to multi-task, handle complex situations, and have a 'team player' attitude but able to work independently as needed.                                                                  

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21053927

Band: H6

Manages People: No

Travel: Yes, 75% of the time

Manager:

Talent Acquisition Contact:

Matthew Beers

Referral Bonus:

0

Street Address

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