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Merrill Lynch Work Values
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Daily Duties at Merrill Lynch :
Enhancing client relationships both in person and on the phone. Ensuring that the account opening process is smooth and trouble free. Transitioned all clients to the firm. Updating all client information to ensure that it is accurate and complete. Resolving client and Financial Advisor issues and concerns. Timely processing of trade corrections as well as wire transfers, and all fund requests. Ensuring that all office computers are running and that they are updated on an ongoing basis. Trained all Advisors and support staff on ongoing policies and proceedures. Processed all incoming deposits of checks and securities and that they followed all applicable legal requirements. Maintained office compliance and new account files - ensuring that they were kept in a secure location.
What they like about Merrill Lynch :
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
compliance, follow-up, through, documentation, organizational skills, indvidual contributor, team player, detail-oriented, coodinates, multi-tasking, effective communicator, responsive, Denver Area, Open to relocation, Series 7, Series 8, Series 63, Series 66
Information about Merrill Lynch
Company Rank: Not Available
Average length of employment : 25 years
Average salary of employees: $70,000
These are some of the questions we asked our climbers about their experiences with Merrill Lynch :
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Merrill Lynch had these interests:
| Books | |
|---|---|
Too Big to Fail |
How the banks, wall street and washington fought to save the financial system |
| The World is Flat |
How the internet and technology is changing the world for the better, despite ourselves. |
