GWIM Senior Operations Representative

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance, Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with their advisory teams. Trust comes from transparency, and our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations while providing flexibility based on role-specific responsibilities and business needs. We value unique perspectives and experiences, fostering resilience, leadership, and innovation to positively impact the communities we serve.

About the role

This role is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. You will provide quality service and operational support for internal business partners and/or external clients, operating with some independence while escalating complex issues to the team lead or manager.

Responsibilities

• Performs standard transaction processing and reconciliation according to established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Requirements

• Minimum of 1+ years professional or relevant internship experience
• Strong communication skills, both verbal and written
• Strong analytical skills, with a focus on maintaining high-quality customer service and attention to detail
• Ability to work independently, prioritize time, and manage multiple conflicting objectives with minimal direction

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• Form and maintain strong working relationships with internal business partners to better serve clients
• Proactively identify opportunities for process improvement
• Knowledge of Merrill systems including CEW, KDC, CMC cases, CDOL, branch scanning, etc.
• Knowledge of asset transition process is preferred

Skills

• Business Operations Management
• Customer Service Management
• Prioritization
• Reporting
• Trade Operations Management
• Data Collection and Entry
• Data and Trend Analysis
• Organizational Effectiveness
• Process Management
• Quality Assurance
• Customer and Client Focus
• Oral Communications
• Research Analysis
• Written Communications

Schedule

• 1st shift (United States of America)
• 37.5 hours per week