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About the Role
This role is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations 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 required.
- Strong communication skills, both verbal and written.
- Strong analytical skills, able to maintain a high quality of customer service and attention to detail.
- Work independently, prioritize time and exceptional organizational skills.
- Manage multiple and conflicting objectives, projects or activities at once with minimal direction.
- Previous experience in the banking, financial services, or related industry preferred.
- Demonstrated ability to successfully manage multiple priorities and tasks in a fast-paced environment.
- Strong client service orientation with a commitment to delivering exceptional customer experiences.
- Experience working within highly regulated environments and adhering to established policies, procedures, and compliance requirements.
- Proficiency with computer systems and digital technologies, along with the ability to educate and assist clients and team members on digital capabilities and self-service tools.
- Excellent verbal and written communication skills with the ability to clearly convey information to diverse audiences.
- Strong organizational skills, attention to detail, and ability to adapt to changing business needs.
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
Location
- US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Work Type
- Onsite
- Full-time
Experience Level
- 1+ years professional or relevant internship experience
Education Level
- High School Diploma / GED / Secondary School or equivalent
Salary/Compensations
- $26.00 - $44.00 hourly pay
Benefits
- Discretionary incentive eligible
- Eligible to participate in the annual discretionary plan.
- Industry-leading benefits
- Access to paid time off
- Resources and support
About the Company
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill Wealth Management is one of the largest businesses of its kind in the world 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 a personal relationship with their advisory team committed to their needs.
- We believe trust comes from transparency.
- 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.
- Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
- At Merrill, we empower you to bring your whole self to work.
- We value the unique perspectives in our thoughts, business, and within our employees and clients.
- Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
- These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.