Consumer Investments Online Account Fulfillment Specialist

Job Description:

The Online Account Fulfillment Specialist assists primarily with the review and remediation of account applications that are submitted online via MerillEdge.com.   This involves, but is not limited to reviewing client information for completeness and client verification via the firm’s policies and procedures. Associates must deliver high quality customer service, while demonstrating strong client focus, product knowledge, keen attention to detail and problem resolution. Associates must provide internal and external clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel.

Required skills:

• Client centric focus
• Ability to multi-task and independently prioritize his/her workload.
• A cooperative and professional work attitude
• Capability to multi-task and working efficiently under stress and high volume
• Strong organizational, time management and teamwork skills
• Strong analytical, negotiation and problem solving skills
• Ability to foster collaborative relationships within and across business units
• Attention to detail
• Personal end-to-end ownership of task resolution
• Ability to deliver high quality partner support, stressing partner/client needs, problem resolution, and service/product knowledge
• Excellent verbal, written and listening skills
• Application of sound judgment and enterprise-wide mindset in making decisions
• Understanding and demonstration of cultural awareness, integrity and ability to work as part of team

Desired skills:

• Customer Service and/or call center experience preferred
• Knowledge of Merrill systems, products and applications

Enterprise Job Description: Provides white glove service to colleagues and directly to clients on inquiries related to operational activities taking ownership to give clients a point of contact to walk them through paperwork and processes; may do proactive outreach to ensure clients’ needs are met; serves as an expert to provide superior service to our clients. Assist with document remediation by making critical account changes and/or updates, paperwork processing, document fulfillment as well as outbound call support for internal and external clients. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Assist with phone calls, email boxes, processing queues, and with researching and resolving escalations. Assists management with process improvements and new initiatives to better the client experience as needed. Must be able to multi-task and independently prioritize work load.

Shift:

1st shift (United States of America)

Hours Per Week: 

40