17 days old

GWIM Senior Operation Representative

Carlsbad, CA 92008
GWIM Senior Operation Representative



Carlsbad, California



**Job Description:**



Business Overview



Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.



Description



Processes operational and administrative transactions in support of GWIM Operations. Daily responsibilities will cover one or more core operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Processes routine transactions according to established procedures and prescribed processes. Works under close supervision and refers non-standard problems and transactions to Operations Team Manager and/or Supervisor for guidance and resolution. Typically an entry-level position.



**Primary duties:**



+ Sits at the Reception Desk and greets clients

+ Answer phones, be personable, pleasant, and gracious

+ Backup Operations, cashiering, during lunch and for Cashier time off

+ Back up supply ordering

+ Back up Technology/BSA

+ Work with Sales Manager on Mutual Fund wholesaler on-site training, order lunches and breakfasts

+ Manage Office/Facility issues (Heat, A/C, Computer Room, Furniture, Carpets)

+ Market Directory /Phone List revisions as needed

+ Post outgoing mail daily

+ Other duties as assigned



**Required Skills and Experience**



+ 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



**Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.**



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



37.5



Learn more about this role



Full time



JR-20050858



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Referral Bonus:











Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.





To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .











Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.





To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2020-11-07 Expires: 2020-12-07

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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GWIM Senior Operation Representative

Bank of America
Carlsbad, CA 92008

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