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As anInvestments Account Maintenance Generalistyour responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve . Generalists will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity.Required Qualifications:Strong organizational and time management skillsAttention to detail and follow through on assignmentsAbility to multi-task and independently prioritize his/her workloadWork as sole contributor and as a team player as requiredStrong analytical and problem solving skillsExcellent communication skills-verbal and writtenDesired Qualification:Customer Service and/or call center experience preferredKnowledge of Merrill systems, products and applicationsEnterprise Job Description:This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.Responsibilities:Processes transactions according to established procedures and prescribed processesDemonstrates operational discipline while handling routine and standard operational functionsCovers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entryAssists with phone calls, email boxes, and processing queuesAdditional Skills Used:Account ManagementAdaptabilityCustomer and Client FocusData Collection and EntryProcess EffectivenessActive ListeningContinuous ImprovementCustomer Service ManagementData Quality ManagementResult OrientationAttention to DetailBusiness Operations ManagementBusiness Process AnalysisCritical ThinkingProcess ManagementShift:1st shift (United States of America)Hours Per Week:40
