Investments Account Maintenance Generalist

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. As an Investments Account Maintenance Generalist your 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 Qualifications, 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.

Responsibilities:

Processes transactions according to established procedures and prescribed processes Demonstrates operational discipline while handling routine and standard operational functions Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry Assists with phone calls, email boxes, and processing queues

Required Qualifications:

Strong organizational and time management Qualifications Attention to detail and follow through on assignments Ability to multi-task and independently prioritize his/her workload Work as sole contributor and as a team player as required Strong analytical and problem-solving Qualifications Excellent communication Qualifications-verbal and written

Desired Qualifications:

Customer Service and/or call center experience preferred Knowledge of Merrill systems, products and applications

Skills:

Account Management Adaptability Customer and Client Focus Data Collection and Entry Process Effectiveness Active Listening Continuous Improvement Customer Service Management Data Quality Management Result Orientation Attention to

Detail Business Operations Management Business Process Analysis Critical Thinking Process Management Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40 Pay Transparency details US

• NJ•Pennington•1400 American Blvd•Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $25.

00

• $26.

89 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Privacy Statement:

https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe.

Pay Transparency:

https://careers.bankofamerica.com/en-us/pay-transparency