Account Onboarding & Operations Specialist

United States Digital Space LLC; Jacksonville (NJ); On-site; USD 71,635,000 - 76,234,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Merrill is seeking an Account Operations professional in New Jersey to support onboarding and maintenance of client accounts. The role emphasizes accuracy, adherence to procedures, and effective communication with internal partners and external clients.

The successful candidate will handle documentation reviews, risk assessments, data research, and frontline client support while working in a fast-paced environment with a 40-hour work week.

Qualifications

• Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work.
• Experience following standard operating procedures, finding errors and working with partners to resolve issues.
• Experience interacting with partners via phone and email.
• Experience using Microsoft Outlook for email.
• Ability to work with and manipulate data using Microsoft Excel to track results.
• Ability to apply knowledge to improve processes.

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
• Performs basic research, follow-up and resolution of routine research requests.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution.
• Reviews and approves required account documentation.

Skills

Account Management

Customer Focus

Oral Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Numerical Reasoning

Problem Solving

Tools

Microsoft Outlook

Microsoft Excel

Job description

Merrill is seeking an Account Operations professional in New Jersey to support onboarding and maintenance of client accounts. The role emphasizes accuracy, adherence to procedures, and effective communication with internal partners and external clients.

The successful candidate will handle documentation reviews, risk assessments, data research, and frontline client support while working in a fast-paced environment with a 40-hour work week.