Bank of America Operations Representative in San Diego, California
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America
Processes operational and administrative transactions in support of GWIM Operations. Daily responsibilities will cover one or more core operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Processes routine transactions according to established procedures and prescribed processes. Works under close supervision and refers non-standard problems and transactions to Operations Team Manager and/or Supervisor for guidance and resolution. Typically an entry-level position.
Sits at the Reception Desk and greets clients
Answer phones, be personable, pleasant, and gracious
Backup Operations, cashiering, during lunch and for Cashier time off
Back up supply ordering
Back up Technology/BSA
Work with Sales Manager on Mutual Fund wholesaler on-site training, order lunches and breakfasts
Manage Office/Facility issues (Heat, A/C, Computer Room, Furniture, Carpets)
Market Directory /Phone List revisions as needed
Post outgoing mail daily
Other duties as assigned
Required Skills and Experience:
Strong communication skills, both verbal and written
Strong analytical skills, able to maintain a high quality of customer service and attention to detail
Work independently, prioritize time and exceptional organizational skills
Manage multiple and conflicting objectives, projects or activities at once with minimal direction
Posting Date : 03/05/2018
San Diego, CA, 4365 EXECUTIVE DR (CA0815),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 37.5
Shift : 1st shift
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