Account Management Ops Analyst – Merrill Onboarding and Maintenance
About The Position
This role supports moderately complex account creation, onboarding, and maintenance activities in accordance with established guidelines and procedures. The analyst provides quality operations support and service to internal business partners and external clients, works with moderate independence, and refers moderately complex issues and escalations to a team lead or manager. The role also assists in training less experienced team members. Within Merrill Onboarding and Maintenance, the analyst reviews account requests from Merrill branches, verifies documentation and requirements, processes account updates, and supports client communications. The team handles high volumes of work within a 48-hour period. The position is based at the listed New Jersey location; internal employees currently working from home may apply, though selected employees may be required to work onsite under the workplace excellence policy.
Requirements
- At least 1 year of experience supporting Merrill Wealth Management brokerage accounts in service or operations.
- Experience managing a high-volume personal caseload and prioritizing work to consistently meet 48-hour turnaround timeframes.
- Ability to apply judgment within established guidelines to resolve routine exceptions, maintain risk awareness, and escalate issues appropriately.
- Strong written and verbal communication skills for effective phone and email interaction with internal partners.
- Ability to work flexibly within 8:00 AM–6:00 PM, Monday through Friday.
Nice To Haves
- At least 1 year of experience reviewing legal and/or tax documentation.
- Experience using the Service Request Portal (SRP).
Responsibilities
- Perform account onboarding and maintenance, validate required documentation for good order, and complete required updates.
- Review and approve required account documentation, approve or complete cases, and obtain legal review or approved exceptions when needed.
- Conduct moderate research, follow-up, and resolution of more complex routine research requests.
- Identify risks and process-improvement opportunities; execute control reports and store required evidence.
- Respond to moderately complex client inquiries through multiple channels, providing status updates, returning items for missing information, and confirming completion of requests.
- Understand end-to-end process flows, the purpose of each step, process controls, risks, and upstream and downstream impacts.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
