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Merrill Lynch
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543 reviews

Merrill Lynch Employer Reviews

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good company
Customer Service Representative (Former Employee), Jacksonville, FLJuly 21, 2014
took inbound calls for website support. help customers with unlocking accounts and changing passwords.
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Merrill Lynch was a very enjoyable company for which to work.
REGISTERED CLIENT ASSOCIATE (Former Employee), Lake Charles, LAJuly 20, 2014
Pros: satisfying work environment
Cons: little chance for advancement unless willing to relocate
I worked directly for one Financial Consultant. A typical day was assisting customers in numerous ways, setting up new accounts, advising customers on available products, and buying and selling securities. I held Series 7 and 66 registrations. I learned a great deal about investments. I reported only to my Financial Consultant. My co-workers and I worked – more... well together assisting customers and other Financial Consultants. Althought I reported directly to one consultant, I also had to assist the other associates with phone coverage. The hardest part of the job was studying for and taking my registration exams. It was very enjoyable to work at Merrill Lynch. The atmosphere was nice and they rewarded employees for work well done. – less
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A nice work environment
Senior Operations Rep (Current Employee), Tempe, AZJuly 16, 2014
More laid back than the bank side of things whereas you are left to your own devices and expected you will get your work done
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Great atmosphere
Customer Service (Former Employee), Jacksonville, FLJuly 16, 2014
Great atmosphere, young crowd, fun people. Usually they start you off with temp agency and if they like you, you may be hired.
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Wall Street firm
FINANCIAL ADVISOR (Former Employee), Sugar Land, TXJuly 14, 2014
Pros: training
Cons: lack of support
If you have worked for a wire house firm and realistic about the culture you can achieve success. Still based on pure asset gathering and production, ways to achieve goals are transactional based and could be questionable but not unethical
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Easy Going Workplace. Great benefits
Financial Solutions Advisor, AVP (Current Employee), Hopewell, NJJuly 11, 2014
Pros: great work environment and management
Cons: limited career progression opportunites
• Assess customer objectives and position solutions appropriately and effectively
• Perform detailed client profiling requirements to help support the new account opening process and follow up on funding
• Provide Cross Sell Merrill Lynch products and services where appropriate
• Establish client relationships by conducting needs appraisal, exceeding – more... client expectations and following through on commitments
• Consolidate assets from the existing Bank of America customer base as well as prospective Merrill Lynch clients – less
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this company will not help you succeed
Financial Advisor (Former Employee), Palm Beach Gardens, FLJuly 8, 2014
the only way to survive here is to bring in a huge book of business with you or find a senior partner who will allow you to be their junior partner
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Proactive and productive workplace
Vice President - Corporate / Worldwide Security (Former Employee), New York, NYJuly 7, 2014
ML was a great place to work. Talented, caring professionals and a fast paced environment
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interesting place to work
Pionear Recruiting Contractor (Former Employee), hopewell, njJune 26, 2014
great place to get your foot in the door and gain knowledge on wealth management materials and options. you learned about the securities clients held and how to better assist them. most enjoyable part about the job was being able to communicate with the Advisors and associates.
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productive place goal oriented
Financial Advisor (Current Employee), Hopewell, NJJune 24, 2014
helping clients plan their financial life, times goes by quicktly, no down times prospecting, or meeting client doint paper work
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Fun place to work
Weallth Management Client Services (Former Employee), Pennington, NJJune 18, 2014
Pros: people, working environment
Cons: pay
Excellent Management,great people unfortuantely it was only a contract assignment.
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Day to Day
EMEA Payroll Operations, Payroll Officer (Current Employee), Camberley, ENGJune 17, 2014
International payroll processing:
Inpats and Expats to the UK
Italian payroll
Jersey Payroll
South Africa Payroll
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Good core group of people in a friendly limited stress environment
College Intern (Former Employee), Greenwich, CTJune 16, 2014
Very rewarding internship learned a lot from many experienced financial advisors. Saw and learned many of the strategies to help high net worth clients preserve their wealth. Very friendly office with a people who really loved what they did and expressed it everyday.
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Nice group of folksin the office
Financial Advisor (Current Employee), Miami, FLJune 15, 2014
Cons: little vacation and difficult advancement for newer employees
reach out to prospective clients, and set up meetings
do probablstic study of possibly of sucess for retirement
select investment strategy for clients
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Excellent insurance distribution system.
Estate Planning and Business Insurance Specialist (Former Employee), Los Angeles, CAJune 12, 2014
Pros: highly respected firm with loyal clients.
Cons: the focus, direction and comp plan changed often with management changes.
I called on several designated offices to assist the advisors with creative insurance based financial solutions that complimented and rounded out clients' financial/estate plans.
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Excellent Company
Assistant Vice President (Current Employee), Jacksonville, FLJune 6, 2014
This is quite possibly the best company I've ever had the pleasure of working for. The management is quite open and challenges the status quo.
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Provide Service within the Fim needs with Productivity.
Administrative Receptionist (Former Employee), Short Hills, NJJune 5, 2014
Pros: birthdays social events
Cons: temp employment
Meeting very nice clients who I had the pleasure of helping with the inquiries. And working with sincere workers who put there clients first.
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Productive and learning environment
Specialist (Former Employee), Jersey City, NJJune 5, 2014
Pros: cares for employees
Very productive and learning environment. Pleasant environment to work in.
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Day to Day responsibilities
Mutual Fund Variance Analyst (promotion) (Former Employee), Jacksonville, FLMay 30, 2014
• Managing Stock Transactions
• Researching outages and share transfers to and from client accounts
• Reporting and Extracting data to make appropriate projections
• Maintaining fund and client relationships
• Reporting on open exposure items to upper management
• Using informed knowledge to help resolve client issues
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Great learning experience
Team Lead GWIM Sr. Operations Representative (Former Employee), Charlotte, NCMay 27, 2014
Pros: paid days off
Cons: unexpected market conditions
The team building was exceptional and we bonded as a team to productively accomplish the team goal.

• Managed daily operations, business support, and sales/investment activities for staffing roles and customer call center
• Consulted various levels of leadership on management level escalated issues regarding sales and investment opportunities and initiatives
 – more... Provided compliance and regulatory oversight for all domestic retail account opening, maintenance and sales development requests received by Financial Advisors and Client associates via branch office, customer call center, email, and online channels
• Partnered with various levels of leadership to continuously analyze sales and investment opportunities and identify mitigation points for risk
• Coordinated with team to create annual sales and investment plans and forecasts
• Managed ongoing tracking of sales and investment performance to plan through use of sales tracking systems and various investment reporting tools/databases
• Assisted with problem resolution activities as being a member of the solutions and problem log technical issues team
• Train, led, supervised team members, and managed the day to day sales and investment functions. – less

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About Merrill Lynch

Economic crisis? Merrill Lynch cried bully on that. The Wall Street institution with the iconic bull logo is now the wealth management, – Read more

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