Core Brokerage Operational Processing & Support Specialist

Job Description:

The Operational Processing and Support Specialist is an operations expert that handles critical processes, reporting, and oversight within the OP&S team. Such responsibilities may include end-of-day deposit reporting and reconciliation, OMT reviews, and project support. Additionally, the specialist may field escalated issues and inquiries from partners within both Consumer Investments and Merrill Lynch back office operations. The specialist also maintains proficiency in all responsibilities of the OP&S Generalist, and in turn may provide training and assistance to other associates within the team.

Required Skills:

• Strong organizational, time management and teamwork skills
• Attention to detail and follow through on assignments
• Ability to multi-task and independently prioritize his/her workload
• Demonstrate a cooperative and professional work attitude
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational, time management and teamwork skills
• Strong analytical, negotiation and problem solving skills
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
• Demonstrate excellent verbal, written and listening skills
• Understand and demonstrate cultural awareness, integrity and ability to work as part of a 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 client’s 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.

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