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Ongoing Support Generalist

Rolling Meadows

Job Description:

As an Ongoing Support Generalist, you will provide timely resolution on routine service inquiries that come into the group from a variety of channels:  process incoming documents, emails, etc. related to client documents for Consumer Investment accounts; work CMC cases; limited client outreach but calls out when necessary. Generalists will be responsible for processing transactions according to established policies & procedures and will be held accountable for accurately processing requests. Daily responsibilities will include data entry, account updates, and general processing of account forms. May provide advice and assist with training for less experienced team members. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. On average, a Generalist should be expected to process approximately 60-100 image documents per day depending on overall volume.

Required Skills:
• Strong organizational, time management and teamwork skills
• Attention to detail and follow through on assignments
• Ability to multi-task and independently prioritize his/her workload
• Demonstrate a cooperative and professional work attitude
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational, time management and teamwork skills
• Strong analytical, negotiation and problem solving skills
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
• Demonstrate excellent verbal, written and listening skills
• Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

Desired skills:
• Customer Service and/or call center experience preferred
• Knowledge of Merrill systems, products and applications

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

250

Job Description:

As an Ongoing Support Generalist, you will provide timely resolution on routine service inquiries that come into the group from a variety of channels:  process incoming documents, emails, etc. related to client documents for Consumer Investment accounts; work CMC cases; limited client outreach but calls out when necessary. Generalists will be responsible for processing transactions according to established policies & procedures and will be held accountable for accurately processing requests. Daily responsibilities will include data entry, account updates, and general processing of account forms. May provide advice and assist with training for less experienced team members. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. On average, a Generalist should be expected to process approximately 60-100 image documents per day depending on overall volume.

Required Skills:
• Strong organizational, time management and teamwork skills
• Attention to detail and follow through on assignments
• Ability to multi-task and independently prioritize his/her workload
• Demonstrate a cooperative and professional work attitude
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational, time management and teamwork skills
• Strong analytical, negotiation and problem solving skills
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
• Demonstrate excellent verbal, written and listening skills
• Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

Desired skills:
• Customer Service and/or call center experience preferred
• Knowledge of Merrill systems, products and applications

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22025791

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Susie Madden

Referral Bonus:

250

Street Address

Primary Location:
1600 Golf Rd, IL, Rolling Meadows, 60008