Consumer Investments Account Maintenance Generalist - Pennington, NJ
Core
Process incoming documents and emails related to client accounts, resolve routine service inquiries, and perform data entry and account updates for Merrill clients.
Role type
Account Maintenance Generalist
Builds
Client account records and documentation
Domain
Banking / Wealth Management
Required skills
Data entry, document processing, account updates, client relationship agreements, beneficiary forms, address changes, outbound calling, quality control, productivity metrics
Preferred skills
Merrill systems knowledge, call center experience
Responsibilities
Process incoming documents and emails, resolve routine service inquiries, make outbound calls for missing information, perform data entry and account updates, meet quality and productivity metrics
Seniority
Individual Contributor
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