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 Client Administration Specialist

Details
Country: USA
Location: NJ Plainsboro
Total applied: 46

Job Type: Employee
Job Status: Full Time

Client Administration Specialist

Department Description:


Merrill Lynch is one of the world?s leading financial management and advisory companies, with offices in 36 countries and total client assets of approximately $1.6 trillion. As an investment bank, it is a leading global underwriter of debt and equity securities and strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, the company is one of the world?s largest managers of financial assets. Firm wide, assets under management total $479 billion.Brief Description:
Global Private Client (GPC) is the world's premier provider of wealth management services ? with more than $1 trillion in client assets. Unmatched advice and guidance are hallmarks of our private client franchise and remain a substantial competitive advantage. Merrill Lynch's 14,000 Financial Advisors ? the best trained force of its kind in the industry ? offer a comprehensive range of products and services to meet clients' unique needs. Our philosophy, Total MerrillSM, symbolizes all that is possible in a relationship with Merrill Lynch: from credit and lending to investments; from estate planning to philanthropic strategies; from retirement to small business services. With Total MerrillSM, we believe it is no longer necessary for our clients to maintain a relationship with any other financial institution.Job Responsibilities:


?  Accountable for delivering ?World Class? service

o Direct contact and servicing responsibility for ?Ultra High Net Worth? ML Clients

o Interact with internal teams including Financial Advisors, Client Associates, Structured Lending Credit Risk, Structured Lending Transactor Teams, Portfolio Control, Credit Relationship and other groups within Merrill Lynch

?  New Account Set-up and Maintenance

o Customer and limit information

o Facility structure

o Collateral value and covenants

o OFAC compliance

o REG O, B, U Compliance

?  Document and Covenant Tracking

o Document Filing

o Document Imaging

o Missing Document Follow up and reportingQualifications:


?  Proven experience providing excellent client service

?  1-3 years experience in the securities or banking industry

?  Excellent written and verbal communication skills and the ability to communicate confidently and effectively with people at all levels

?    Ability to learn varied tasks and contribute improvement ideas leading to improved process and service effectiveness

?  Ability to analyze facts and make decisions under pressure and within tight deadlines.

?  Must be organized with the ability to prioritize and handle multiple tasks.

?  Must be self motivated team player who is committed to ensuring the work environment remains positive under all circumstances


Please register and apply using this link : Merrill Lynch Careers

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