GWIM Operations Rep
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, Merrill specializes in goals-based wealth management, which includes planning for retirement, education, legacy, and other life goals through investment advice and guidance. The Financial Advisors and Wealth Management Client Associates at Merrill are dedicated to helping clients pursue the life they envision through a personal relationship with their advisory team, which is committed to their needs. Trust is built on transparency, and our advisory teams are equipped with access to the investment insights of Merrill, combined with the banking convenience of Bank of America. This position is responsible for processing operational and administrative transactions to support Global Wealth and Investment Management operations. Key responsibilities include covering core operations functional areas such as client service opportunities, report generation, trade correction processing, money movement processing, and data entry. The job expectations include processing transactions according to the bank's procedures and processes, while referring non-standard problems to the Market Client Relationship Manager to protect the client and the Financial Advisors' practice. The role emphasizes the importance of accuracy and compliance in all operational tasks, ensuring that client needs are met effectively and efficiently.
