Jalisa Wright Email & Phone Number

• Thoroughly review, process, and approve beneficiary death cases and divorce transfer cases insuring clients are paid out accurately and efficiently.
• Conduct in-depth research and analyze different retirement accounts in order to assist with proper coding of contributions and distributions and making any adjustments required.
• Maintain and create a comprehensive suite of custom Excel spreadsheets to manage retirement accounts, confidential data, track withholding for non residential aliens to ensure IRS payments are made correctly.
• Conduct a thorough review of IRA distribution forms, 529 distribution forms, divorce decree documents and LOAs to ensure compliance and regulations are met before disbursement of funds.
• Effectively communicated information through remote channels, including phone calls and e-mails to FAs, management and partner teams.

Hunt Valley, Maryland, United States

· Make outbound calls and take inbound calls welcoming new clients and educating them on the capabilities of the Merrill platform. · Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. · Engage participants in goals based conversations to provide education and guidance -whether they are.

Hunt Valley, Maryland, United States

· Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments. · Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs. · Responsibly manage the end to end client experience, managing and.

Hunt Valley, Maryland, United States

· Make outbound calls welcoming new clients and educating them on the capabilities of the Merrill platform. · Quickly and accurately identify client needs and articulate appropriate solutions. · Deepening relationships with clients to offer additional products based on goal based conversation. · Working with partners to make clients live financially better.

Hunt Valley, Maryland, United States

· Answer calls and provide superior customer service. · Assist clients with complaints and quickly and effectively resolving issues. · Identifying clients needs and finding the appropriate solutions to meet those needs by referring sales opportunities to specialist and sales teams. · Providing point of call servicing and resolutions on brokerage accounts.

Hunt Valley, Maryland, United States

• Answer calls and provide superior customer service. · Assist clients with complaints and quickly and effectively resolving issues. · Identifying solutions for clients that lead to networking and referring clients with.