Account Management Ops Representative – Merrill Onboarding and Maintenance
On-site · United States
Core
Support the creation, onboarding, and maintenance of brokerage accounts for Merrill clients by reviewing documentation and processing account updates.
Role type
Account Management Operations Representative
Builds
Brokerage account openings and maintenance updates for Merrill clients
Domain
Financial Services / Banking Operations
Required skills
Account Management, Customer Service, Documentation Review, Research, Risk Awareness, Communication, Prioritization, Attention to Detail
Responsibilities
Review and approve account documentation, respond to client inquiries via multiple channels, resolve routine research requests and processing errors, handle inbound calls and mail distribution, escalate risk concerns, maintain end-to-end process understanding
Seniority
Entry-level to Junior, individual contributor