GWIM Operations Representative
Company: Disability Solutions
Location: Newport Beach
Posted on: October 24, 2024
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Job Description:
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.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 effectiveJob Description:This job is responsible for
standard transaction processing, reconciliation, and resolution of
research requests supporting the wealth management business. Key
responsibilities include providing quality service and effective
and efficient operations support for internal business partners
and/or external clients. Job expectations include operating with
some independence and referring more complex issues and escalations
to the team lead or manager.Responsibilities:
Keywords: Disability Solutions, Newport Beach , GWIM Operations Representative, Other , Newport Beach, California
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