Bank of America ATS GWIM Senior Operations Representative in Jacksonville, Florida
Asset Transition Services (ATS) supports the inbound and outbound movement of asset transfers for all Merrill Lynch Clients. The ATS Senior Operations Rep is responsible for the review, evaluation, monitoring, reporting and supervision of account transfer requests.
Principle Accountabilities include:
Provide a high level of service, support, and responsiveness to internal business partners, Branch Office personnel, and communicate effectively with outside Financial Institutions
Ensure transfer requests are initiated accurately and in accordance with NSCC and FINRA rules and regulations
Responsible for making decisions on basic to complex operational situations or problems
Provide a high level of service, support and responsiveness to MLSN, ATS teams, and other internal areas
Participate in process improvement work groups
Communicate verbally and in writing with Merrill Lynch Branch Office personnel and other internal areas of Merrill Lynch
Account transfer knowledge or experience
Proficient in Microsoft Office (Outlook, Word, Excel)
Strong Verbal and Written Communication Skills
Ability to Multitask
Ability to Learn and Retain Knowledge
Knowledge of Margin, Options, Mutual Funds, Annuities, Limited Partnerships, Government Issues, Alternative Investments is a plus
- Knowledge of Margin, Options, Mutual Funds, Annuities, Limited Partnerships, Government Issues, Alternative Investments is a plus
Posting Date : 12/06/2018
Jacksonville, FL, JACKSONVILLE 1, 4800 DEER LAKE DR E,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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