Account Maintenance Representative
Merrill Lynch
- Email Address: dana_christ@ml.com
- Phone: 609-274-1122
- Mailing Address: 1400 Merrill Lynch Drive, Hopewell, NJ
- Posting Date: 6/10/2008
Detailed Description
• Responsibilities of an Account Maintenance Representative include assisting account holders and Investor Service Advisors in accurately obtaining client information with proper documentation in order to update accounts accordingly.
• Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution.
• 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 via inbound phone calls.
• On average, an Account Maintenance Representative handles 30-40 inbound calls per day in addition to processing approximately 20-30 image documents per day depending on overall volume.
• This position requires an ability to multi-task and independently prioritize his/her workload.
• Must demonstrate a cooperative and professional work attitude while adhering to department call center metric requirements, such as schedule adherence, duration, call tracking (Siebel) and accuracy.
• Representatives will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution.
• In addition, the individual must take an active role in identifying and implementing process improvements to further streamline our processes.
• Finally, the individual will also be responsible for actively participating within a robust multi-lateral career development platform (including, but not limited to, MLU, job shadowing, and one-on-one feedback from management).
Job Requirements :
• Excellent interpersonal/leadership and oral/written communication skills.
• Negotiation skills
• Capable of multi tasks and working efficiently under stress and high volume.
• Strong organizational and teamwork skills.
• Strong Follow-up skills
• Previous client service experience is helpful.
• Word and Excel experience a must.
• Access, PowerPoint, helpful but not necessary.
Dana M Christ
Merrilly Lynch Corporate Recuiting
Email: Dana_christ@ml.com
PH: 609-274-1122







