Please scroll down, To apply

Wealth Management Field Support - Financial Data Services Team

hiring now

Merrill

2021-12-03 08:59:07

Job location Jacksonville, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Description: Job Description. As a Wealth Management Field Support Representative you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Lynch Client Associates, Financial Advisors, Private Banking business partners on a variety of banking and investment needs. What you'll do: -Effectively educate, promote and guide field partners through our online and mobile self-service capabilities at every opportunity. -Provide field partners with clear, complete and accurate responses to their questions and inquiries at point of call. -Manage risk by accurately authenticating internal callers, fully adhering to policy / procedures and proactively identifying and escalating potential risks. -Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts. -Display passion, commitment and deliver an experience that improves our customers' financial lives. -Establishing strong working relationships and effective partnerships with Merrill Lynch Service Network, Operations, and Banking Fulfillment Partners. Shift: 1st shift (United States of America). Hours Per Week: 40

Inform a friend!

Top