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Merrill Lynch Work Values
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Daily Duties at Merrill Lynch:
My responsibilities were to cultivate and prospect new clients for wealth management relationships. Evaluated client goals and expectations, then create a financial plan and investment recommendations to achieve goals. Provide quarterly performance reviews and make changes as necessary. I was held accountable for meeting quarterly revenue and asset gathering goals. Responsible for identifying, prospecting, growing new profitable relationships from prospective business customers with sales up to $20 MM with significant new client business activity. Encourages sales of products and services to new business borrowers, depositors, or users of services through the Business Banking Team.
What they like about Merrill Lynch:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
Finance, Accounts Payable, Sales, Excel, Controller, Budgeting, Business Development Manager, Financial Planning, Manager
Information about Merrill Lynch
Company Rank: 1.0 out of 5
Average length of employment : 1 year
Average salary of employees: $50,000
These are some of the questions we asked our climbers about their experiences with Merrill Lynch:
| 05| | ||
| Were your performance expectations clearly communicated? | 2.0 |
|
| Were you recognized for meeting or exceeding expectations? | 3.0 |
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| Did you feel like your personal contribution was important? | 3.0 |
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| Was your career path clearly outlined and discussed? | 1.0 |
| 03| | ||
| I would recommend this as a place of employment. | 1.0 | |
| I believe in the purpose of this organization. | 1.0 | |
| I would work for this organization again. | 1.0 | |
| I feel employees are fairly compensated. | 1.0 |
Climbers who worked at Merrill Lynch had these interests:
| Websites | |
|---|---|
| CNBC |
Financial News |
| Yahoo Finance |
Business Website |
| Linked In http://www.linkedin.com/pub/doug-jones/15/127/974 |
Business Networking |
