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WMFS Associate Team Manager

Pennington, New Jersey;

Job Description:

Leader will oversee associates who provide service support for Merrill Branch Office Partners via the Merrill Lynch Service Network. The teams resolve inquiries from internal partners regarding account opening and maintenance of retirement brokerage products. The individual must manage the strategic growth of the team through analytical thinking, problem resolution, project management, process improvement and effective communication skills. Candidate must be able to develop and create strategies; confidently lead and influence others; motivate a diverse group of employees; display a positive commitment to client service and quality; proven ability to work well with employees at all levels, while fostering teamwork and providing direction; ability to effectively manage risks and possess problem resolution and decision-making skills; ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills and resilience to a changing environment; must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team objectives.

Key responsibilities include:

  • Oversight of the key call center service metrics

  • Help develop, communicate and execute plans relative to the organizational strategy

  • Identify process improvements, handle multiple projects and adjust to a constantly changing environment with new approaches that improve overall work efficiency and effectiveness

  • Commit to employee development and career growth through coaching and mentoring

  • Participate in strategic planning & project management

  • Establish employee objectives and administer performance reviews

  • Disseminate information regarding policies, procedures, roles and responsibilities

  • Contribute as needed to all section, department and division plans/projects

  • Promote open communication within the department and across sites and other business groups

  • Support current recognition programs and develop new programs as needed

  • Encourage and empower others to achieve, create enthusiasm, and foster the development of a common vision

  • Recruit and hire the right people for permanent and temporary assignments

  • Train and develop employees through constructive feedback

  • Manage escalations from end to end

Required skills:

  • Minimum 2 years industry experience

  • Previous Leadership experience -  Demonstrate strong track record displaying leadership capabilities

  • Previous risk management experience

  • Strong oral, written and networking skills

  • Sound business judgment and know how to apply the firm's principles day to day

  • Familiar with dynamics of the GWIM Services & Ops and Advisory organizations

  • Strategic/Conceptual Thinker, Innovative, Flexible, Team builder

  • Ability to adapt to changing business needs and evolving departmental strategies

  • Candidate must be able to develop and create strategies; confidently lead and influence others; motivate a diverse group of employees; display a positive commitment to client service and quality; proven ability to work well with employees at all levels, while fostering teamwork and providing direction; ability to effectively manage risks and possess problem resolution and decision-making skills; ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills and resilience to a changing environment; must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team.

Desired Qualifications:

  • Previous Global Wealth Investment Management experience

  • Extensive knowledge of MLSN Applications including the Wealth Management Workstation and other client data applications.

  • Firm understanding of Retirement Account Maintenance processes

  • Experience with retail and business brokerage account products and features

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Leader will oversee associates who provide service support for Merrill Branch Office Partners via the Merrill Lynch Service Network. The teams resolve inquiries from internal partners regarding account opening and maintenance of retirement brokerage products. The individual must manage the strategic growth of the team through analytical thinking, problem resolution, project management, process improvement and effective communication skills. Candidate must be able to develop and create strategies; confidently lead and influence others; motivate a diverse group of employees; display a positive commitment to client service and quality; proven ability to work well with employees at all levels, while fostering teamwork and providing direction; ability to effectively manage risks and possess problem resolution and decision-making skills; ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills and resilience to a changing environment; must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team objectives.

Key responsibilities include:

  • Oversight of the key call center service metrics

  • Help develop, communicate and execute plans relative to the organizational strategy

  • Identify process improvements, handle multiple projects and adjust to a constantly changing environment with new approaches that improve overall work efficiency and effectiveness

  • Commit to employee development and career growth through coaching and mentoring

  • Participate in strategic planning & project management

  • Establish employee objectives and administer performance reviews

  • Disseminate information regarding policies, procedures, roles and responsibilities

  • Contribute as needed to all section, department and division plans/projects

  • Promote open communication within the department and across sites and other business groups

  • Support current recognition programs and develop new programs as needed

  • Encourage and empower others to achieve, create enthusiasm, and foster the development of a common vision

  • Recruit and hire the right people for permanent and temporary assignments

  • Train and develop employees through constructive feedback

  • Manage escalations from end to end

Required skills:

  • Minimum 2 years industry experience

  • Previous Leadership experience -  Demonstrate strong track record displaying leadership capabilities

  • Previous risk management experience

  • Strong oral, written and networking skills

  • Sound business judgment and know how to apply the firm's principles day to day

  • Familiar with dynamics of the GWIM Services & Ops and Advisory organizations

  • Strategic/Conceptual Thinker, Innovative, Flexible, Team builder

  • Ability to adapt to changing business needs and evolving departmental strategies

  • Candidate must be able to develop and create strategies; confidently lead and influence others; motivate a diverse group of employees; display a positive commitment to client service and quality; proven ability to work well with employees at all levels, while fostering teamwork and providing direction; ability to effectively manage risks and possess problem resolution and decision-making skills; ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills and resilience to a changing environment; must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team.

Desired Qualifications:

  • Previous Global Wealth Investment Management experience

  • Extensive knowledge of MLSN Applications including the Wealth Management Workstation and other client data applications.

  • Firm understanding of Retirement Account Maintenance processes

  • Experience with retail and business brokerage account products and features

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21064567

Band: H5

Manages People: Yes

Travel: No

Manager:

Talent Acquisition Contact:

Kaia Townsend

Referral Bonus:

0