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Wealth Management Field Support - Financial Data Services Team

Jacksonville, Florida;

Job Description:

Job Description

As a Wealth Management Field Support Representative you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Lynch Client Associates, Financial Advisors, Private Banking business partners on a variety of banking and investment needs.

What you’ll do:

-Effectively educate, promote and guide field partners through our online and mobile self-service capabilities at every opportunity.

-Provide field partners with clear, complete and accurate responses to their questions and inquiries at point of call

-Manage risk by accurately authenticating internal callers, fully adhering to policy / procedures and proactively identifying and escalating potential risks

-Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts

-Display passion, commitment and deliver an experience that improves our customers’ financial lives

-Establishing strong working relationships and effective partnerships with Merrill Lynch Service Network, Operations, and Banking Fulfillment Partners

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

-Must be flexible to work various shifts; Monday – Friday, 8:00 am – 6:30 pm EST; 40 hours per week

Referral Bonus Amount:

0

Job Description:

Job Description

As a Wealth Management Field Support Representative you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Lynch Client Associates, Financial Advisors, Private Banking business partners on a variety of banking and investment needs.

What you’ll do:

-Effectively educate, promote and guide field partners through our online and mobile self-service capabilities at every opportunity.

-Provide field partners with clear, complete and accurate responses to their questions and inquiries at point of call

-Manage risk by accurately authenticating internal callers, fully adhering to policy / procedures and proactively identifying and escalating potential risks

-Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts

-Display passion, commitment and deliver an experience that improves our customers’ financial lives

-Establishing strong working relationships and effective partnerships with Merrill Lynch Service Network, Operations, and Banking Fulfillment Partners

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21072460

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Amanda Lorenz

Referral Bonus:

0