Account Management Operations Representative – Merrill Onboarding and Maintenance
Core
Supports 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
Domain
Financial Services / Banking Operations
Required skills
Account Management, Documentation Review, Client Service, Operational Support, Risk Awareness, Process Flow Understanding, Exception Handling, Data Entry, Communication, Prioritization
Preferred skills
Legal/Tax Documentation Review, Service Request Portal (SRP) usage
Responsibilities
Review account requests for completeness and process openings or maintenance updates; Approve documentation and obtain necessary exceptions; Respond to client inquiries via multiple channels; Perform basic research and resolve routine processing errors; Identify and escalate operational risks; Handle inbound calls and mail distribution.
Seniority
Entry-level, individual contributor
