issues to management, as needed. Responsibilities: The Team Lead interacts with key partners to solve elevated research... that all elevated items are handled to completion while keeping management properly informed when necessary. The Team Lead...
to provide all manners of operational support for Merrill Lynch and Private Bank accounts. Opportunities exist for team members... actions and non-trade transactions Make sure that Department standards are met and that updates are provided to management...
and Private Bank accounts. Opportunities exist for team members to develop leadership, project management and technological... service support Knowledge of Various Product Types (Mutual Funds, Retirement Products, Alternative Investments, Managed...
groups Lead across regions and sub-functions to resolve client and ops issues covering setups, regulatory requirements..., charging, reporting, and trade management Design objectives for clients and demonstrate success through periodic client...
present best practices to clients and internal groups Lead across regions and sub-functions to resolve client and ops issues... covering setups, regulatory requirements, charging, reporting, and trade management Design objectives for clients...