Online Account Opening Specialist - Operations Specialist
Core
Review and remediate online account applications, verify client information, and process transactions to support the onboarding of new digital accounts.
Role type
Operations Specialist (Account Opening)
Builds
New digital accounts for clients via MerrillEdge.com
Domain
Banking / Financial Services
Required skills
Account verification, Data entry, Process adherence, Client communication, Problem resolution, Attention to detail, Policy interpretation, Multi-tasking, Time management, Quality metrics
Preferred skills
Call center experience, Merrill systems knowledge
Technologies
MerrillEdge.com
Responsibilities
Review and remediate account applications submitted online; Verify client information against firm policies; Follow up with clients to gather additional information; Process transactions according to established procedures; Provide accurate information and explanations to internal and external clients; Handle phone calls, email boxes, and processing queues.
Seniority
Individual Contributor, Entry to Mid-level
