merrill lynch Jobs

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Customer Service Representative (Level III)

Aerotek - Tempe, AZ

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. The Associates are required to have a broad knowledge of the financial industry and an understanding of Merrill Lynch?s brokerage product, serv...

Application Deadline: None

Customer Service Representative (Level II)

Aerotek - Pennington, NJ

RDS handles retirement products like 401Ks and IRAs. Representatives take inbound calls from internal Merrill Lynch employees. Normally from Financial Analysts (FA) or Client Associates (CA) who work at virtual branches. The FA or CA will start the call with the CSA and give the background on what the client needs. Once everything is clear, the customer is brought on the line...

Application Deadline: None

Financial Analyst

Aerotek - Pennington, NJ

Maintenance of Tax Lot Accounting methodologies and serve as a liaison between internal units/departments. In the immediate resolution of all problems related to Cost basis and Capital Change Transactions. The ability to interpret, process and explain the Taxability information as provided to us from Wolters Kluwer CCH, internal Tax counsel and Issuer statements. Daily functions include...

Application Deadline: None

Customer Service Representative

Aerotek - Tempe, AZ

Assists customers with questions or issues regarding their accounts received via phone and/or correspondence. Calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. May require advanced knowledge of the organization, products and/or services. Must hav...

Application Deadline: None

Financial Advisor CSR

Aerotek - Phoenix, AZ

This clientis is currently seeking 7-10 qualified customer service representatives to join their Advisor Center team on a temporary basis. The Advisor Center supports clients in the advisory and investment management programs. The positions involve receiving calls and proactively contacting clients to assist with account management and provide superior customer service. The ...

Application Deadline: None