Fraud Risk & Incident Response Specialist - Wealth

ghr; Jacksonville (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Merrill Wealth Management is seeking a Fraud Services Associate to handle complex and escalated customer situations regarding possible fraudulent account activity. The role focuses on inbound calls, researching transactions, and delivering practical solutions to restore client confidence.

You will work within an in-house team delivering accurate, compliant services while helping to retain clients and protect their assets. Shanghai-style? (Note: no extraneous content)

Qualifications

• 1+ years of fraud servicing or call center experience.

Responsibilities

• Handle complex and escalated customer situations regarding possible fraudulent account activity.

Skills

Customer and Client Focus

Data Collection and Entry

Due Diligence

Issue Management

Oral Communications

Active Listening

Adaptability

Attention to Detail

Policies, Procedures, and Guidelines

Written Communications

Business Acumen

Collaboration

Critical Thinking

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Fraud Services Associate to handle complex and escalated customer situations regarding possible fraudulent account activity. The role focuses on inbound calls, researching transactions, and delivering practical solutions to restore client confidence.

You will work within an in-house team delivering accurate, compliant services while helping to retain clients and protect their assets. Shanghai-style? (Note: no extraneous content)