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Wealth Management Client Care Tech Support Specialist

Company: Merrill Lynch
Location: Jacksonville
Posted on: January 15, 2022

Job Description:

Job Description:Support the field by providing accurate and timely responses to operational inquiries from the Merrill Lynch Branch Offices (Financial Advisors, Client Associates, Client Relationship Managers, etc.), maintaining compliance of securities industry regulations for both Merrill Lynch Wealth Management and Bank of America's current policies & procedures. Work with all departments within GWIM Technology & Operations to resolve issues. Document all problems and ensures follow up, completion, and communication of response to Branch and/or Associate. Provide support to GWIM T &O operations departments by providing feedback on inquiries that are received, and fostering open communication with operations Supervisors and Managers. Exercise independent judgment to diagnose problems using appropriate procedures. Provide guidance to Associates regarding procedural, technical and/or operational changes. Responsible for ensuring adequate phone coverage and responding to emails. Perform tasks and/or projects as needed for other Operations departments. What you'll do:

  • Safely organize track and monitor work station equipment returns and exchanges
  • Ship and receive - equipment related orders -
    • Error-free and timely processing of equipment related requests
    • Partner with leadership, technology and on-site support to complete tech related requests
    • Coordinate and execute contactless equipment exchanges
    • Manage risk by fully adhering to policy / procedures and proactively identifying and escalating potential risk.Required skills:
      • Must demonstrate the ability to effectively track and organize
      • Must be comfortable handling work station equipment is such as: Laptops, desktops, Monitors, Keyboards, Mice, Docking Stations, telephones etc.
      • Verbally deliver complex information clearly, concisely and understandable to the business partners, while quickly establishing rapport and exuding positivity and confidence
      • Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues
      • Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
      • Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
      • May be required to lift and move equipment and estimated weight 25- 50 pounds. Desired skills:
        • Basic knowledge of computer equipment and peripherals
        • Comfortable working and installing computer equipment, Monitors, keyboard, mouse
        • Microsoft excel and word TJob Band:H6Shift: -1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Support the field by providing accurate and timely responses to operational inquiries from the Merrill Lynch Branch Offices (Financial Advisors, Client Associates, Client Relationship Managers, etc.), maintaining compliance of securities industry regulations for both Merrill Lynch Wealth Management and Bank of America's current policies & procedures. Work with all departments within GWIM Technology & Operations to resolve issues. Document all problems and ensures follow up, completion, and communication of response to Branch and/or Associate. Provide support to GWIM T &O operations departments by providing feedback on inquiries that are received, and fostering open communication with operations Supervisors and Managers. Exercise independent judgment to diagnose problems using appropriate procedures. Provide guidance to Associates regarding procedural, technical and/or operational changes. Responsible for ensuring adequate phone coverage and responding to emails. Perform tasks and/or projects as needed for other Operations departments. What you'll do:
          • Safely organize track and monitor work station equipment returns and exchanges
          • Ship and receive - equipment related orders -
            • Error-free and timely processing of equipment related requests
            • Partner with leadership, technology and on-site support to complete tech related requests
            • Coordinate and execute contactless equipment exchanges
            • Manage risk by fully adhering to policy / procedures and proactively identifying and escalating potential risk.Required skills:
              • Must demonstrate the ability to effectively track and organize
              • Must be comfortable handling work station equipment is such as: Laptops, desktops, Monitors, Keyboards, Mice, Docking Stations, telephones etc.
              • Verbally deliver complex information clearly, concisely and understandable to the business partners, while quickly establishing rapport and exuding positivity and confidence
              • Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues
              • Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
              • Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
              • May be required to lift and move equipment and estimated weight 25- 50 pounds. Desired skills:
                • Basic knowledge of computer equipment and peripherals
                • Comfortable working and installing computer equipment, Monitors, keyboard, mouse
                • Microsoft excel and word TJob Band:H6Shift: -1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description: Support the field by providing accurate and timely responses to operational inquiries from the Merrill Lynch Branch Offices (Financial Advisors, Client Associates, Client Relationship Managers, etc.), maintaining compliance of securities industry regulations for both Merrill Lynch Wealth Management and Bank of America's current policies & procedures. Work with all departments within GWIM Technology & Operations to resolve issues. Document all problems and ensures follow up, completion, and communication of response to Branch and/or Associate. Provide support to GWIM T &O operations departments by providing feedback on inquiries that are received, and fostering open communication with operations Supervisors and Managers. Exercise independent judgment to diagnose problems using appropriate procedures. Provide guidance to Associates regarding procedural, technical and/or operational changes. Responsible for ensuring adequate phone coverage and responding to emails. Perform tasks and/or projects as needed for other Operations departments. What you'll do:
                  • Safely organize track and monitor work station equipment returns and exchanges
                  • Ship and receive - equipment related orders -
                    • Error-free and timely processing of equipment related requests
                    • Partner with leadership, technology and on-site support to complete tech related requests
                    • Coordinate and execute contactless equipment exchanges
                    • Manage risk by fully adhering to policy / procedures and proactively identifying and escalating potential risk.Required skills:
                      • Must demonstrate the ability to effectively track and organize
                      • Must be comfortable handling work station equipment is such as: Laptops, desktops, Monitors, Keyboards, Mice, Docking Stations, telephones etc.
                      • Verbally deliver complex information clearly, concisely and understandable to the business partners, while quickly establishing rapport and exuding positivity and confidence
                      • Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues
                      • Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
                      • Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
                      • May be required to lift and move equipment and estimated weight 25- 50 pounds. Desired skills:
                        • Basic knowledge of computer equipment and peripherals
                        • Comfortable working and installing computer equipment, Monitors, keyboard, mouse
                        • Microsoft excel and word T Shift:1st shift (United States of America) Hours Per Week: -40

Keywords: Merrill Lynch, Jacksonville , Wealth Management Client Care Tech Support Specialist, Executive , Jacksonville, Florida

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