
Wealth Management Fraud and Claims Manager
The Team Manager is responsible for assisting with the day-to-day functions of Wealth Management Fraud and Claims teams, including monitoring service levels and employee schedules, as well as assisting with complex client issues. Fostering teamwork and collaboration between team members. Limiting exposure through consistent audits and observations. Monitoring employee phone skills and providing feedback in a timely fashion. Maintenance of team records and personnel files. Resolving calls that are escalated to supervisory levels. Ensure compliance with call management procedures. Ensure satisfactory service levels. Ensure appropriate reporting needs are met.
Ability to demonstrate flexibility and the ability to work well under pressure in a fast paced, constantly changing environment
4+ years of related experience
Documentation
Time Management
MS Excel
MS Word
MS Outlook
Reporting skills
Verbal communication
Detail Oriented
Prioritizing skills
written communication
Result Driven
Multi-tasker
According to JobzMall, the average salary range for a Wealth Management Fraud and Claims Manager in 410 Scotch Rd, Pennington, NJ 08534, USA is between $76,000 and $102,000. The salary range may be higher or lower depending on the qualifications and experience 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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