GWIM Senior Operations Representative
Core
Standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business.
Role type
Senior Operations Representative
Builds
Operational support for internal business partners and external clients
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Transaction processing, Reconciliation, Client inquiry resolution, Basic research, Risk identification, Inbound call handling, Mail sorting and distribution
Preferred skills
Process improvement, Merrill systems knowledge (CEW, KDC, CMC, CDOL), Asset transition process knowledge
Technologies
CEW, KDC, CMC cases, CDOL, branch scanning
Responsibilities
Perform standard transaction processing and reconciliation per guidelines, Respond to client inquiries via multiple channels, Perform basic research and resolve routine requests, Identify and escalate operational issues, Provide general operational support including mail handling
Seniority
Entry-level to Junior, independent execution