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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