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GWIM Senior Operations Representative

Job Description:
Processes routine/standard transactions according to established procedures and prescribed
Processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist
with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.
Job summary:
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.
Line of Business Job Description:
Resolves emerging affluent requests for the Customer Accounting team. Responsibilities include processing financial service requests received in a timely fashion and responding to inbound telephone calls via the ML Service Network for Customer Accounting and Fed Fund service lines. The candidate must be willing to learn and process various products, services and write procedures. The candidate must be willing to be multi-functional and will be required to assist in participating in special projects and assignments as needed. Ensures all delegated tasks are forwarded to management within established time frames.
Qualifications:
Candidate must have at least one year experience in Customer Service.
Candidate must possess proven decision-making skills, ability to effectively manage risks, strong interpersonal skills and flexibility within a changing environment.
Well-developed organizational and analytical skills.
Posting Date: 06/30/2017
Location: US-NJ-Pennington
Travel: No
Full / Part-time: Full time
Hours Per Week: 37.5
Shift: 1st shift

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