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GWIM Senior Operations Representative - Private Bank Trade Support

Jacksonville, Florida

Job Description:

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.

This opportunity is available within the Merrill & Private Bank Trading Services organization to support functions for Private Bank Trade Support. The candidate will assist in the day to day support for all requested Third Party Managers and client directed relationships.  The team is responsible for all Domestic DTC and FED items to ensure accurate booking and timely settlement.  The team operates in a daily deadline driven environment due to involvement with market orders.

Required skills:

  • Proficient PC skills and applied experience with MS Excel.
  • Exhibit strong written and verbal communication.
  • Perform in a proactive and strategic manner.
  • Prior financial experience a plus.
  • Ability to think critically.
  • Able to work in a fast paced environment.

 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:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0

Job Description:

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.

This opportunity is available within the Merrill & Private Bank Trading Services organization to support functions for Private Bank Trade Support. The candidate will assist in the day to day support for all requested Third Party Managers and client directed relationships.  The team is responsible for all Domestic DTC and FED items to ensure accurate booking and timely settlement.  The team operates in a daily deadline driven environment due to involvement with market orders.

Required skills:

  • Proficient PC skills and applied experience with MS Excel.
  • Exhibit strong written and verbal communication.
  • Perform in a proactive and strategic manner.
  • Prior financial experience a plus.
  • Ability to think critically.
  • Able to work in a fast paced environment.

 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-21053994

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Taylor Lewis

Referral Bonus:

0

Street Address

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