Detail-oriented worker with strong organizational and analytical skills. Ability to handle multiple tasks simultaneously in a timely manner with a high degree of accuracy.
Role of a Generalist is to provide timely resolution on routine service inquiries. Generalists are expected to process incoming documents and make outbound calls on documents that require more information to resolve.
Assisting Merrill representatives and clients with document resolution and abandoned property via inbound calls and document processing. Requests include Options and Margin applications, Funds Transfer Service, Automated Funding Service, and Abandoned Property reinstatement. Efficiency and due diligence required to ensure timely, quality service.