GWIM Operations Representative

Job Description:

GWIM Operations Representative

Business Overview
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Description

Processes operational and administrative transactions in support of GWIM Operations. Daily responsibilities will cover one or more core operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Processes routine transactions according to established procedures and prescribed processes. Works under close supervision and refers non-standard problems and transactions to Operations Team Manager and/or Supervisor for guidance and resolution. Typically an entry-level position.

Required

• Minimum of 1+ years professional or relevant internship experience required

• Strong communication skills, both verbal and written

• Strong analytical skills, able to maintain a high quality of customer service and attention to detail

• Work independently, prioritize time and exceptional organizational skills

• Manage multiple and conflicting objectives, projects or activities at once with minimal directio

GWIM Senior Operations Representative

Business Overview
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

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.   

Required

• Minimum of 1+ years professional or relevant internship experience required

• Strong communication skills, both verbal and written

• Strong analytical skills, able to maintain a high quality of customer service and attention to detail

• Work independently, prioritize time and exceptional organizational skills

• Manage multiple and conflicting objectives, projects or activities at once with minimal direction

*Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

***This position is posted as a more senior position but is flexible to be filled as a lower level position if the posted qualifications are met by a strong lower level applicant.

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