Account Management Ops Analyst

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This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

Responsibilities:

• Performs onboarding and maintenance of accounts and reviewing required account documentation.

• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service

• Reviews and approves required account documentation

• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units

• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

Skills:

• Account Management

• Customer and Client Focus

• Oral Communications

• Research

• Analytical Thinking

• Attention to Detail

• Collaboration

• Problem Solving

• Prioritization

• Recording/Organizing Information

• Result Orientation

LOB

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.

Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries, etc. to accurately open, modify or close accounts.

This job is responsible for standard activities supporting the creation, onboarding, and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence and referring to their team lead or manager for direction and support with more complex issues and escalations.

Line of Business

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding and Maintenance Support teams execute manual processes and monitor automated processes to accurately gather and maintain required information that identifies client accounts and assets such as legal names, address, product type, critical event dates, asset descriptions, and beneficiaries.

Merrill Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Analyst will provide support to the branch office. Team functions include Special Fiduciary documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items.

A successful Account Management Ops Analyst on this team:

• Respond to phone calls on the internal line.

• Work cases in SRP

• Review documentation for completeness and accuracy

• Decision cases while putting the client and branch office in the forefront while managing risk. ​

Required Skills:

• Proven decision-making skills, and the ability to effectively manage risk.

• Proven track record delivering for internal and/or external clients.

• Strong organizational and teamwork skills

• Results oriented; driven and ambitious.

• Must be flexible with schedule (Operational hours are 8:00 AM – 6:00 PM)

• Quick learner and self sufficient

• Demonstrates initiative while working independently

Desired Skills:

• Experience with brokerage account operations and systems

• 1+ year(s) of Legal Document Review (not required)

• Proficient with Microsoft Office, Outlook, Word and Excel

• Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)

• Experience, knowledge of or studies related to Finance or Accounting

• Understanding of complex account types (i.e., Guardianship, Estate, Trust, etc.)

• An understanding of technology and the ability to incorporate that understanding into process improvements​​

Shift:

Hours Per Week: