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Customer Service Representative Level III (BACJP00128741) - Full-time / Part-time
| Hours | Full-time, Part-time |
|---|---|
| Location | Jacksonville, FL Jacksonville, Florida |
About this job
Critical role in effectively managing daily business objectives with phone volume and service level management through the Managed Product MLSN Service Lines. Provides managed product support for Branch Offices to ensure all necessary tools, training and adequate client experience are being provided. Support includes daily interaction with Branch Offices, the MSG Product Partners and various operational teams within the home office. This individual will be responsible for providing service support for the Managed Accounts Processing and Services Department. Service inquiries from the branch offices include enrollment, maintenance, termination and billing of accounts for the below managed products.
* Personal Investment Advisory (PIA)
* Unified Managed Account (UMA)
* Strategic Portfolio Advisor (SPA)
* Managed Account Services (MAS)
* Merrill Lynch Personal Advisor (MLPA)
* Mutual Fund Advisor (MFA)
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