GWIM Senior Operations Representative Bank of America 3.8 Newport Beach, CA 92660

 Details of Job
Type of work

Full time

Complete Job Description

Job description:


Overview of business


Merrill Lynch Wealth Management  products and services to individuals, companies and institutions. Asset Management Merrill Lynch is one of the largest businesses in the world that focuses on goal-oriented asset management, including retirement planning, education, inheritance, and other life goals through financial advice and income.


Merrill Lynch's financial advisors help clients pursue the life they think of in a single relationship with a counselor dedicated to their needs. We believe that trust comes from appearance. Our trusted financial advisors are provided with access to Merrill Lynch's investment ideas that are consistent with the convenience of the Bank of America.


Definition


Operating and management payment systems support GWIM operations. Day-to-day responsibilities will include one or more basic operations such as: analysis, report generation, new account creation, trading processing, payment processing, data entry, etc. Standard transaction procedures according to established procedures and prescribed procedures. It operates under close supervision and refers to non-standard issues and transactions with the Task Team Manager and / or Supervisor for guidance and resolution. Usually the entry level level.


Main activities:


  • She sits at the Resception Desk and greets customers
  • Answer calls, be personal, be nice and kind
  • Backup performance, cash, during dinner and during Cashier breaks
  • Back up offer order
  • Backup technology / BSA
  • Work with the Sales Manager at the Mutual Fund wholesaler on site, order lunch and breakfast
  • Manage Office / Facility (Heat, A / C, Computer Room, Furniture, Carpet)
  • Market Directory Update / Call List as required
  • Send daily outgoing emails
  • Other tasks as assigned

Needed Skills and Experience


  • 1+ years of professional or relevant internship experience required
  • Strong communication skills, oral and written
  • Strong analytical skills, capable of maintaining high quality customer service and attention to detail
  • Work independently, prioritizing different time and organizational skills
  • Manage multiple conflicting objectives, projects or tasks with a little direction


** Please note that under current company policy, Merrill Lynch does not support a visa application or other work authorization, and the company will not provide relocation assistance, for this position. **


Shift:


First Shift (United States of America)

Hours Weekly:


37.5

American Bank

SERIOUS PERSON APPLY FROM HERE

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