Sr Operations Representative

Merrill; Roseville (CA); On-site; USD 74,677,000 - 126,078,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits package

Job summary

Merrill Wealth Management in Roseville, CA is seeking a role focused on standard transaction processing, reconciliation, and handling research requests to support our wealth management operations. The position collaborates with internal business partners and external clients, with independent work where applicable and escalation to team leads for complex issues.

Responsibilities include responding to client inquiries, basic research, risk identification, and general operations support, including

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Internal employees who are currently working from home are still eligible to apply; may be required to work onsite in accordance with workplace policy

Responsibilities

• Performs standard transaction processing and reconciliation according to established guidelines
• Responds to client inquiries through multiple channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills

Business Operations Management

Customer Service Management

Prioritization

Reporting

Trade Operations Management

Data Collection and Entry

Data and Trend Analysis

Organizational Effectiveness

Process Management

Quality Assurance

Customer and Client Focus

Oral Communications

Research Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management

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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job 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

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, 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

Skills

• Business Operations Management
• Customer Service Management
• Prioritization
• Reporting
• Trade Operations Management
• Data Collection and Entry
• Data and Trend Analysis
• Organizational Effectiveness
• Process Management
• Quality Assurance
• Customer and Client Focus
• Oral Communications
• Research Analysis
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift

1st shift (United States of America)

Hours Per Week

37.5

Pay Transparency details

US - CA - Roseville - 2998 DOUGLAS BLVD (CA2945)

Pay and benefits information

Pay range

$26.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.