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Core Brokerage Processing Generalist

Chandler, Arizona

Job Description:

The Core Brokerage Processing Associate is a member of a dynamic nation-wide team that executes critical processing on behalf of Consumer Investments/Merrill Edge clients. We are looking for hard-working self-motivated individuals interested in learning and becoming process experts across our core functions.  Successful candidate should be eager to learn quickly and take pride in delivering reliable, efficient, and accurate execution. 

Primary functions of the team include:

  • Inbound mail review and routing (scanning to upload to account or distribute electronically)
  • Check and stock/bond deposit processing
  • Trade correction processing and research
  • Account credit/debit processing
  • Account closure processing (termination of accounts; assuring client closeout requests have been honored)
  • Application and removal of account restrictions
  • Other operational processing and remediation efforts aligned to this workgroup

Note: due to hand’s-on mail and check-deposit processing work, associate will be required to work from our office location

Required skills:

  • Strong organizational, time management and teamwork skills
  • Attention to detail and ownership of assigned work
  • Ability to prioritize and adapt across multiple processes
  • Ability to work cooperatively with a dynamic team
  • 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 

Enterprise Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. 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 areas internal business partners and/or external customers and clients. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. 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.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

250

Job Description:

The Core Brokerage Processing Associate is a member of a dynamic nation-wide team that executes critical processing on behalf of Consumer Investments/Merrill Edge clients. We are looking for hard-working self-motivated individuals interested in learning and becoming process experts across our core functions.  Successful candidate should be eager to learn quickly and take pride in delivering reliable, efficient, and accurate execution. 

Primary functions of the team include:

  • Inbound mail review and routing (scanning to upload to account or distribute electronically)
  • Check and stock/bond deposit processing
  • Trade correction processing and research
  • Account credit/debit processing
  • Account closure processing (termination of accounts; assuring client closeout requests have been honored)
  • Application and removal of account restrictions
  • Other operational processing and remediation efforts aligned to this workgroup

Note: due to hand’s-on mail and check-deposit processing work, associate will be required to work from our office location

Required skills:

  • Strong organizational, time management and teamwork skills
  • Attention to detail and ownership of assigned work
  • Ability to prioritize and adapt across multiple processes
  • Ability to work cooperatively with a dynamic team
  • 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 

Enterprise Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. 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 areas internal business partners and/or external customers and clients. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. 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.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22041512

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Salvatore Mercadante

Referral Bonus:

250

Street Address

Primary Location:
2555 W Chandler Blvd, AZ, Chandler, 85224