Consumer Investments Account Maintenance Generalist - Chandler, AZ
Core
Process incoming documents and emails related to client accounts, resolve routine service inquiries, and make outbound calls for information gathering.
Role type
Account maintenance generalist
Builds
Client account records and data
Domain
Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data entry, document processing, account updates, form processing, analytical problem solving, research
Preferred skills
Merrill systems knowledge, call center experience
Responsibilities
process incoming documents and emails, make outbound calls for missing information, perform data entry, update client accounts, process account forms (relationship agreements, beneficiary forms, address changes), resolve routine service inquiries
Seniority
Individual Contributor