In this role, the selected candidate will provide superior service in order to best position the firm to grow its capital base over time; participate in strategic discussions with respect to new and existing product offerings.
The Client Solutions Associates will provide service support for all Merrill Lynch GWIM brokerage and banking account products and service features through inbound calls from Advisory clients, and FAC and MLD clients regarding technical matters.
In this role, the selected candidate will work with the team and senior leaders to develop high impact analysis that shapes our client targeting, segmentation and coverage strategies to responsibly grow profits and returns.
This position (Client Intermediary) reporting to the regional Team Leader is responsible for managing the ongoing administration of a large portfolio of escrow relationships. The Client Intermediary (CI) works very closely with a Client Manager to accomplish this. The CI manages the administration and client service needs of the escrow account after it has been on-boarded by the Client Manager.
In this role, you will be collaborating closely with various teams throughout the organization, including accounting, engineering, risk, legal and compliance to assist with the development of client materials and analytics.
In this role, you will communicate with delivery teams across the business to support their high delivery standards. Design and implement global operational policies and processes that protect our clients.
The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.