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Legal and Estate Representative

Merrill Lynch
  • Email Address: dana_christ@ml.com
  • Phone: 609-274-1122
  • Mailing Address: 1400 Merrill Lynch Drive, Hoepwell, NJ
  • Posting Date: 6/10/2008

Brief Description :
This position entails assisting account holders and beneficiaries with proper documentation required for distributing and transferring assets due to deceased or divorce issues. Responsible for ensuring timely review and distribution of assets related to death or divorce while adhering to Merrill Lynch procedures and guidelines. Extensive telephone interaction with clients, executors and ex-spouses. Computer use is an integral part of this position. Responsible for providing quality service to maintain high Service Levels, Client Experience Ratings and Productivity.  

Detailed Description :
• Must deliver high quality customer experience, 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. 
• 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 metrics 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.

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.
• Word and Excel experience a must.

Preferred skills and abilities:
• Previous Knowledge of Client Account Services is helpful.
• Access, Power-point, helpful but not necessary.

Contact:
Dana M. Christ
Merrill Lynch, Corporate Recruiting
E-mail:  Dana_Christ@ml.com
PH:  609-274-1122