
Claims Customer Service
The WMFC associates are required to have a broad knowledge of the financial industry and an understanding of our service model and technology. Associates are required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information, setting expectations and working with other support organizations to fulfill requests. Handle incoming client and branch office calls utilizing professional telephone and problem solving skills. Assist clients and internal partners with banking claim inquires, initiation, and updates. Minimize fraud and financial loss by blocking and reissuing client material ( i.e. cards, checks). Consistently meet or exceed expectations for performance metrics and quality standards.
Ability to manage/direct multiple functions effectively while delivering results
Knowledge of the broker dealer and Wealth Management Support structure
Prior customer service experience a plus
Ability to demonstrate flexibility and the ability to work well under pressure in a fast paced, constantly changing environment
Time Management
MS Excel
MS Word
MS PowerPoint
Follow-up Skills
Customer Service skills
Record Keeping Skills
Verbal communication
written communication
Adaptability
Detail Oriented and Organized
Result Driven
Multi-tasker
According to JobzMall, the average salary range for a Claims Customer Service in 410 Scotch Rd, Pennington, NJ 08534, USA is between $30,000 and $45,000 per year. The exact salary will depend on the experience and qualifications of the individual.
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Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.

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