Merrill Lynch Work Values

Daily Duties at Merrill Lynch:

• Planned and managed resources (time, people, budget) to run an optimal practice; advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses; conduct field underwriting in order to pre-screen potential customers. • Balanced investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan. • Effectively sourced prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet clients’ needs.

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

Analyst, General Manager, Excel, Risk Management, Problem Solver, Relationship builder, Mentor/Coach, Microsoft Office, SPSS, SAS, Minitab, Leadership, Finance

Skills

Advanced Microsoft Office, Excel, PowerPoint, Data Analysis, Minitab, SAS, PSS, SPSS, Problem Solving, Relationship builder, Mentor / Coaching, Critical Thinking, Project Management, Time Management, Reporting / Briefing, Strategic Planning, Risk Management, Financial Analysis, Budgeting, Insurance

These are some of the questions we asked our climbers about their experiences with Merrill Lynch: