GWIM Operations Rep - McAllen at Bank of America
Posted in Other 11 days ago.
Type: Full time
Location: McAllen, Texas
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 Lynch's 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.
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.
Undergraduate degree or equivalent experience preferred
Minimum of 1 years professional experience
Prior knowledge of financial products, policies & procedures
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills are required
1st shift (United States of America)
Hours Per Week: