Base: $25.00 - $26.89 hourly; bonus/equity: not sp...
Strong organizational and time management skills
Ability to multi-task and prioritize workload
Excellent verbal and written communication skills
The role is responsible for providing quality service and efficient operations support for internal business partners and external clients
Job Summary
The role is responsible for providing quality service and efficient operations support for internal business partners and external clients.
Employees will process incoming documents, handle client inquiries via phone and email, and resolve issues related to investment accounts.
The position offers opportunities to become a certified trainer or mentor while working in a high-paced production environment with performance metrics.
Matching Summary
The role is responsible for providing quality service and efficient operations support for internal business partners and external clients.
Salary
Base: $25.00 - $26.89 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits including paid time off
Skills & Requirements
Must-have
Strong organizational and time management skills
Ability to multi-task and prioritize workload
Excellent verbal and written communication skills
Processing documents according to established policies
Data entry and account updates proficiency
Nice-to-have
Customer service and call center experience
Knowledge of Merrill systems and products
Analytical thinking and problem-solving abilities
Cultural awareness and integrity demonstration
Teamwork and cross-business partnership building
Key Requirements
High School Diploma / GED required
Must be able to work on-site as per in-office culture
No specific years of experience explicitly mandated