Merritt Capital Management, Inc Work Values

Daily Duties at Merritt Capital Management, Inc:

Completed Transitional process for an Independent Advisor. Responsible for obtaining client signatures, opening all new accounts, tracking all required documents and ensuring that all requested assets transferred into the receiving firm. Created and maintained internal compliance reports, responsible for tracking any CE/Ins credits required to maintain FA/Branch Manager Licenses. Created and maintained all files, via paper and scanned files for both the client and the branch. Scheduled all appointments for primary FA, entered all cost basis from transition, ensuring that all requests are accurately completed and maintained client satisfaction

What they like about Merritt Capital Management, Inc:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Client Service Associate/Operations

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Merritt Capital Management, Inc: