Transaction Management Operations Analyst

Transaction Management Operations Analyst

Jacksonville, Florida;Chandler, Arizona; Pennington, New Jersey

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Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

• Up to 90% travel required to Merrill Branch offices and flexible to meet varying hours/days when necessary.

• Maintain clear line of sight on account opening policy and procedure processes with an in-depth knowledge of general bank policies, programs, and procedures.

• End-to-end client onboarding and asset transfer process including systems, documentation, follow-up, and follow-through.

• Create executive level transition tracking progress for each onsite project.

• Facilitate client meetings with FAs and CAs regarding onboarding and asset transfer questions.

• Coordinates training new CAs/and or internal Merrill CAs in taking over transition.

• Assisting Branch personnel in account transfers, Broker Dealer Changes on 529 plans, Life Insurance Policies and LMA processing.

• Ensure rigorous tracking and inspection routines of all onboarding documents for a consistent and compliant performance execution. (FINRA 2273, REG BI and CRS).

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures.

• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.

• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions.

• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units.

Required Qualifications:

• Minimum of 2 years’ experience in an investment operations role or equivalent

• Project management experience

• Excellent time management skills

• Intermediate knowledge of Financial Services Industry.

• Must be proficient in Microsoft Office suite: PowerPoint, Excel, Word, OneNote.

• Develop and maintain positive relationships with all internal and external contacts to promote expeditious problem resolution.

• Works well under pressure and manages confidential matters and sensitive information in a responsible manner.

• Ability to manage multiple priorities and deliver quality results under aggressive deadlines.

• Strong written/verbal communication and relationship management skills, able to influence with impact across the organization.

• Champion process knowledge, operational excellence and maintain an elevated level of personal integrity and comply with the enterprise policy and procedures.

• Highly organized, meticulous, and self-motivated with ability to investigate and resolve complex problems.

• Capable of effectively leading teammates to drive excellence and motivate on any transitions especially an ultra-high profiled/heavily observed projects.

Desired Qualifications:

• Undergraduate degree preferred or Industry work experience equivalents.

Skills:

• Attention to Detail

• Customer and Client Focus

• Oral Communications

• Prioritization

• Problem Solving

• Account Management

• Analytical Thinking

• Coaching

• Written Communications

• Mentoring

• Research

• Result Orientation

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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