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GWIM Senior Operations Analyst

Jacksonville, Florida;

Job Description:

The Third Party Services Analyst primary job functions include responding to all third party legal matters as assigned, which include, but not limited to subpoenas, garnishments, restraining orders, divorce decrees and IRS summonses, where Merrill Lynch is not a party to the underlying civil litigation.  The associate will also be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion, and ensuring that confidentiality of all requests is maintained. The candidate will serve as a liaison to branch personnel, and in-house and outside legal counsel.  The associate should proactively identify process improvements and efficiencies related to third party workflow and technology.  Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters. This position requires the application of rules to varying circumstances, and requires solid decision making skills and independent judgment. 

Key Responsibilities:

  • Primary job functions include responding to all third party civil legal matters as assigned, which include, but not limited to subpoenas, garnishments, restraining orders, divorce decrees and IRS summonses.
  • The associate will also be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion, and ensuring that confidentiality of all requests is maintained.
  • The candidate will serve as a liaison to branch personnel, and in-house and outside legal counsel. 
  • The associate should proactively identify process improvements and efficiencies related to work flow process. 
  • Handling of  phone calls related to open matters is required, while maintaining service levels for assigned matters.
  • This position requires the application of rules to varying circumstances, and requires solid decision making skills and independent judgment. 

Required Skills & Abilities:

  • Ability to handle multiple tasks, all with extreme attention to detail. 
  • Excellent organizational and communication (both written and verbal) skills are also a must. 
  • The ability to read and interpret litigation documentation and/or Legal’s instructions for handling matters is required.
  • Candidates must possess excellent follow-up skills and have a service mindset. 
  • Candidates must also be able to independently resolve issues arising out of third party requests in order to effectively manage a heavy caseload while expediting the process in a timely and efficient manner. Microsoft Word, Excel, and Access experience required. 
  • Availability for overtime as required during high volume time periods.
  •  Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position. 

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Third Party Services Analyst primary job functions include responding to all third party legal matters as assigned, which include, but not limited to subpoenas, garnishments, restraining orders, divorce decrees and IRS summonses, where Merrill Lynch is not a party to the underlying civil litigation.  The associate will also be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion, and ensuring that confidentiality of all requests is maintained. The candidate will serve as a liaison to branch personnel, and in-house and outside legal counsel.  The associate should proactively identify process improvements and efficiencies related to third party workflow and technology.  Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters. This position requires the application of rules to varying circumstances, and requires solid decision making skills and independent judgment. 

Key Responsibilities:

  • Primary job functions include responding to all third party civil legal matters as assigned, which include, but not limited to subpoenas, garnishments, restraining orders, divorce decrees and IRS summonses.
  • The associate will also be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion, and ensuring that confidentiality of all requests is maintained.
  • The candidate will serve as a liaison to branch personnel, and in-house and outside legal counsel. 
  • The associate should proactively identify process improvements and efficiencies related to work flow process. 
  • Handling of  phone calls related to open matters is required, while maintaining service levels for assigned matters.
  • This position requires the application of rules to varying circumstances, and requires solid decision making skills and independent judgment. 

Required Skills & Abilities:

  • Ability to handle multiple tasks, all with extreme attention to detail. 
  • Excellent organizational and communication (both written and verbal) skills are also a must. 
  • The ability to read and interpret litigation documentation and/or Legal’s instructions for handling matters is required.
  • Candidates must possess excellent follow-up skills and have a service mindset. 
  • Candidates must also be able to independently resolve issues arising out of third party requests in order to effectively manage a heavy caseload while expediting the process in a timely and efficient manner. Microsoft Word, Excel, and Access experience required. 
  • Availability for overtime as required during high volume time periods.
  •  Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position. 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22069687

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson [C]

Referral Bonus:

0