Investment Cashiering Specialist
4 weeks ago
Job Summary
This role is responsible for providing exceptional service and support to internal business partners and external clients. Key responsibilities include handling routine transactions, maintaining operational discipline, and referring complex problems to management.
Key Responsibilities
- Process transactions according to established procedures and prescribed processes.
- Demonstrate operational discipline while handling routine and standard operational functions.
- Cover one or more operations functional areas, such as analysis, report generation, opening new accounts, trade processing, payment processing, and data entry.
- Assist with phone calls, email boxes, and processing queues.
Requirements
- Strong organizational, time management, and teamwork skills.
- Attention to detail and ownership of assigned work.
- Ability to prioritize and adapt across multiple processes.
- Ability to work cooperatively with a dynamic team.
- Strong organizational, time management, and teamwork skills.
- Deliver high-quality partner support, stressing partner/client needs, problem resolution, and service/product knowledge.
- Demonstrate excellent verbal, written, and listening skills.
- Understand and demonstrate cultural awareness, integrity, and ability to work as part of a team.
Preferred Qualifications
- Customer Service and/or call center experience preferred.
- Knowledge of Merrill systems, products, and applications.
- Able to adapt to changing environments while meeting metric requirements.
Shift and Hours
1st shift (United States of America)
40 hours per week
-
Investment Cashiering Specialist
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.Key ResponsibilitiesProcess transactions according...
-
Investment Cashiering Specialist
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.Key ResponsibilitiesProcess transactions according...
-
Investment Cashiering Specialist
1 month ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.Key ResponsibilitiesProcess transactions according...
-
Investment Cashiering Specialist
1 month ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.Key ResponsibilitiesProcess transactions according...
-
Investment Cashiering Specialist
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.Key ResponsibilitiesProcess transactions according...
-
Investment Cashiering Specialist
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.Key ResponsibilitiesProcess transactions according...
-
Financial Operations Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Connectment Full timeJob Title: Financial Operations SpecialistJob Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Connectment. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our accounting processes.Key Responsibilities:- Process client and office payments, including office...
-
Investment Specialist
1 month ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for providing exceptional client care and growing client relationships through phone-based services. As an Investment Specialist Trainee, you will be trained on managed products, trading in self-directed accounts, and chat functionality to meet the financial needs of our clients.Key Responsibilities:Identify clients'...
-
Investment Specialist
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for providing exceptional client care and growing client relationships through phone-based services. As an Investment Specialist Trainee, you will be trained on managed products, trading in self-directed accounts, and chat functionality to meet the financial needs of our clients.Key Responsibilities:Identify clients'...
-
Investment Specialist
1 month ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for providing exceptional client care and growing client relationships through phone-based services. As an Investment Specialist Trainee, you will be trained on managed products, trading in self-directed accounts, and chat functionality to meet the financial needs of our clients.Key Responsibilities:Identify clients'...
-
Investment Specialist
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for providing exceptional client care and growing client relationships through phone-based services. As an Investment Specialist Trainee, you will be trained on managed products, trading in self-directed accounts, and chat functionality to meet the financial needs of our clients.Key Responsibilities:Identify clients'...
-
Investment Cashiering Representative
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing high-quality service and efficient operations support for assigned areas, internal business partners, and external customers and clients.Key ResponsibilitiesHandle routine and standard transactions according to established procedures and prescribed processes.Demonstrate operational discipline while handling...
-
Investment Cashiering Representative
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for providing quality service and efficient operations support for assigned areas, internal business partners, and external customers and clients.Key ResponsibilitiesHandle routine and standard transactions according to established procedures and prescribed processes.Demonstrate operational discipline while handling...
-
Financial Operations Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Connectment Full timeJob Title: Legal CashierJob SummaryThis role is integral to the smooth running of the company. The successful applicant will work closely with the Finance Director to deliver the company's accounting processes. The Legal Cashier will be responsible for carrying out the payment function for the company day-to-day, ensuring that all financial transactions are...
-
Investments Operations Support Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob Summary: We are seeking a skilled Investments Operations Support Specialist to join our team at Bank of America. The successful candidate will be responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients.Key Responsibilities:Process transactions...
-
Financial Operations Specialist
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Connectment Full timeJob Title: Financial Operations SpecialistJob Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Connectment. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our financial processes.Key Responsibilities:* Process client and office payments, including office...
-
Mechanical Maintenance Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Synergi Recruitment Full timeJob Title - Mechanical Maintenance SpecialistSynergi Recruitment is seeking a skilled Mechanical Maintenance Specialist to join their team. This is an excellent opportunity to work with a leading fresh food company that has invested in the latest technology.Responsibilities:Carry out planned and reactive maintenance on all equipment on site.Complete written...
-
Mechanical Maintenance Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Synergi Recruitment Full timeJob Title: Mechanical Maintenance SpecialistSynergi Recruitment is seeking a skilled Mechanical Maintenance Specialist to join their team. This is an excellent opportunity to work with a leading fresh food company that has invested in the latest technology.Responsibilities:Carry out planned and reactive maintenance on all equipment on site.Complete written...
-
Investment Operations Specialist
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for delivering exceptional service and operational support to internal business partners and external clients. Key responsibilities include providing accurate information, demonstrating operational discipline, and focusing on complex processes.Key ResponsibilitiesProcess transactions according to established procedures and...
-
Investment Operations Specialist
2 months ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for delivering exceptional service and operational support to internal business partners and external clients. Key responsibilities include providing accurate information, demonstrating operational discipline, and focusing on complex processes.Key ResponsibilitiesProcess transactions according to established procedures and...