Managed Account Platform Support Representative Managed Account Platform Support Representative …

Bank of America Merrill Lynch
in Pennington, NJ, United States
Permanent, Full time
Be the first to apply
Competitive
Bank of America Merrill Lynch
in Pennington, NJ, United States
Permanent, Full time
Be the first to apply
Competitive
Managed Account Platform Support Representative
Job Description:

As a Managed Account Platform Support Representative, you will be working in an inbound contact center supporting our Merrill Lynch Branch Office partners with resolving inquiries from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program. Through this position, the associate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:
Resolves inquiries via the Merrill Lynch Service Network from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program
Provide navigational and tutorial support for Branch Offices
Maintain an awareness of Investment Advisory Program platform changes, enhancements and requirements
Build sustainable relationships through interaction with various branch and home office partners to deliver multi-faceted solutions
Provide real time feedback from branch offices leading to strategic innovation

Required skills & experience:
•Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence
•Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information
•Must have experience gathering, absorbing and using facts/information to make effective and timely decisions
•Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
•Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
•Proficient with Microsoft Word, Excel and PowerPoint

Shift:
1st shift (United States of America)

Hours Per Week:
40
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