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Wealth Management Field Support - CMA Team

Company: Merrill Lynch
Location: Chandler
Posted on: November 23, 2021

Job Description:

Job Description:The Wealth Management Field Support Representative will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Client Associates and Financial Advisors, on a variety of banking needs. The Wealth Management Fields Representative will assist with tutorial support and routine/standard transactions in a call center environment according to established procedures. Candidate should possess the ability to handle and resolve a variety of incoming banking servicing telephone calls from branch office personnel and clients. They should provide white-glove service for the assigned area's internal business partners and/or external customers and clients. Individuals at this level are expected to use independence of thought, but may engage Operations Team Manager for more complex problems. Generally 1 year or more banking or call center experience is preferred.Job Band:H7Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:The Wealth Management Field Support Representative will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Client Associates and Financial Advisors, on a variety of banking needs. The Wealth Management Fields Representative will assist with tutorial support and routine/standard transactions in a call center environment according to established procedures. Candidate should possess the ability to handle and resolve a variety of incoming banking servicing telephone calls from branch office personnel and clients. They should provide white-glove service for the assigned area's internal business partners and/or external customers and clients. Individuals at this level are expected to use independence of thought, but may engage Operations Team Manager for more complex problems. Generally 1 year or more banking or call center experience is preferred.Job Band:H7Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description: The Wealth Management Field Support Representative will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to Merrill Client Associates and Financial Advisors, on a variety of banking needs. The Wealth Management Fields Representative will assist with tutorial support and routine/standard transactions in a call center environment according to established procedures. Candidate should possess the ability to handle and resolve a variety of incoming banking servicing telephone calls from branch office personnel and clients. They should provide white-glove service for the assigned area's internal business partners and/or external customers and clients. Individuals at this level are expected to use independence of thought, but may engage Operations Team Manager for more complex problems. Generally 1 year or more banking or call center experience is preferred. Shift:1st shift (United States of America) Hours Per Week: 40

Keywords: Merrill Lynch, Chandler , Wealth Management Field Support - CMA Team, Executive , Chandler, Arizona

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