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Money & Asset Transfers (MAT) – Asset Movement Services Associate

Merrill Lynch

This is a Full-time position in Chandler, AZ posted September 24, 2021.

Job Description:

The Asset Movement Services Account Funding Associate role provides business support to Bank of America/Merrill clients and internal partners with incoming money and asset transfer requests. Daily responsibilities will include document review and processing, email communication to internal partners and outbound calls to client’s or contra firms. The role’s core responsibilities require strong communication skills, impeccable accuracy and attention to detail, and excellent ability for time management. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. The position will provide a high level of dedicated support in an effective and efficient manner for the assigned area’s internal business partners, associates and clients.

Key responsibilities include:

Review and approve retail and retirement transactions

Anticipate and mitigate financial risk, fraud and AML violations based on the nature and characteristics of each transaction

Monitor and address risk associated with all transactions by reviewing account activity and History Messages in each transaction

Ensure adherence to approval procedures; must have an eye for detail and ability to effectively escalate issues in an appropriate manner

Document processing

Account transfer entry

Data entry/remediation

Required skills:

This position requires an ability to multi-task and independently prioritize their workload while demonstrating patient, composed customer service.  Must demonstrate a cooperative and professional work attitude at all times, while possessing strong ownership and resolution skills.  Representatives will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution

Desired skills:

•Customer Service and/or call center experience required

•Superior client satisfaction/service skills including excellent listening skills and professional phone/mail etiquette

•Strong ownership and resolution skills

•Good organizational and time management skills

•Effective analytical and problem solving skills

•Track record of attention to detail and follow through on assignments

•Keep current and comply with regulatory requirements

•Apply sound judgment and enterprise-wide mindset in making decisions

•Foster collaborative relationships within and across business units and sectors

•Anticipate and understand client needs and concerns

•Customer Service and/or call center experience preferred

•Working knowledge of Microsoft Office Products; Word & Excel

Enterprise Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 –>

Job Description:

The Asset Movement Services Account Funding Associate role provides business support to Bank of America/Merrill clients and internal partners with incoming money and asset transfer requests. Daily responsibilities will include document review and processing, email communication to internal partners and outbound calls to client’s or contra firms. The role’s core responsibilities require strong communication skills, impeccable accuracy and attention to detail, and excellent ability for time management. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. The position will provide a high level of dedicated support in an effective and efficient manner for the assigned area’s internal business partners, associates and clients.

Key responsibilities include:

Review and approve retail and retirement transactions

Anticipate and mitigate financial risk, fraud and AML violations based on the nature and characteristics of each transaction

Monitor and address risk associated with all transactions by reviewing account activity and History Messages in each transaction

Ensure adherence to approval procedures; must have an eye for detail and ability to effectively escalate issues in an appropriate manner

Document processing

Account transfer entry

Data entry/remediation

Required skills:

This position requires an ability to multi-task and independently prioritize their workload while demonstrating patient, composed customer service.  Must demonstrate a cooperative and professional work attitude at all times, while possessing strong ownership and resolution skills.  Representatives will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution

Desired skills:

•Customer Service and/or call center experience required

•Superior client satisfaction/service skills including excellent listening skills and professional phone/mail etiquette

•Strong ownership and resolution skills

•Good organizational and time management skills

•Effective analytical and problem solving skills

•Track record of attention to detail and follow through on assignments

•Keep current and comply with regulatory requirements

•Apply sound judgment and enterprise-wide mindset in making decisions

•Foster collaborative relationships within and across business units and sectors

•Anticipate and understand client needs and concerns

•Customer Service and/or call center experience preferred

•Working knowledge of Microsoft Office Products; Word & Excel

Enterprise Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: The Asset Movement Services Account Funding Associate role provides business support to Bank of America/Merrill clients and internal partners with incoming money and asset transfer requests. Daily responsibilities will include document review and processing, email communication to internal partners and outbound calls to client’s or contra firms. The role’s core responsibilities require strong communication skills, impeccable accuracy and attention to detail, and excellent ability for time management. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. The position will provide a high level of dedicated support in an effective and efficient manner for the assigned area’s internal business partners, associates and clients.

Key responsibilities include:

Review and approve retail and retirement transactions

Anticipate and mitigate financial risk, fraud and AML violations based on the nature and characteristics of each transaction

Monitor and address risk associated with all transactions by reviewing account activity and History Messages in each transaction

Ensure adherence to approval procedures; must have an eye for detail and ability to effectively escalate issues in an appropriate manner

Document processing

Account transfer entry

Data entry/remediation

Required skills:

This position requires an ability to multi-task and independently prioritize their workload while demonstrating patient, composed customer service.  Must demonstrate a cooperative and professional work attitude at all times, while possessing strong ownership and resolution skills.  Representatives will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution

Desired skills:

•Customer Service and/or call center experience required

•Superior client satisfaction/service skills including excellent listening skills and professional phone/mail etiquette

•Strong ownership and resolution skills

•Good organizational and time management skills

•Effective analytical and problem solving skills

•Track record of attention to detail and follow through on assignments

•Keep current and comply with regulatory requirements

•Apply sound judgment and enterprise-wide mindset in making decisions

•Foster collaborative relationships within and across business units and sectors

•Anticipate and understand client needs and concerns

•Customer Service and/or call center experience preferred

•Working knowledge of Microsoft Office Products; Word & Excel

Enterprise Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Shift:

1st shift (United States of America)

Hours Per Week: 

40