Fraud and Claims Strategist

Senior-level position which allows individuals to develop themselves as financial professionals. Reps are customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquires relating to retirement products. Also responsible for identifying and referring downstream opportunities.

Additionally, the Fraud & Claims Strategist leads diverse administrative functions across a broad set of Wealth Management Fraud and Claims functions. May consult with senior management to define and lead projects that encompass and impact many associates. Requires a thorough knowledge of the department or business unit's functional area or products. Assists with execution of key strategic initiatives. Leads analyses to manage business development, risk and loss processes. Participates in business/strategic planning process across sub-lines of business including management of strategic reviews by senior leadership. Working knowledge of general bank policies, programs and procedures and financial/accounting practices.

Required Skills:

2 years Fraud or Reporting experience (SQL Coding)

Must be highly analytical w/ strong organizational skills

Strong Fraud background (currently or previously worked within a Fraud environment)

Must be able to prioritize and have a strong sense of urgency

Highly adaptable in an ever changing environment

Must be able to recognize fraud trends as they evolve, while creating strategies around these trends

Excellent communication skills (both verbal & written)

Extremely detail oriented / Excellent attention to detail

Must be a self-starter that works independently, with little direction

Ability to leads analyses to manage business development, risk and loss processes

Proficient w/ Microsoft Office, including Excel & PowerPoint

Must be able to build networks and rapport w/ various levels of Leadership

Strong Executive presence

Flexible with schedule, based on business needs

Desired Skills

CMA Brokerage technology

Familiar with working w/ SAS, Synergy & Siebal

Project Management

Shift:1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Princeton Place At Hopewell Bldg. 4 (NJ2140)

Pay and benefits information

Pay range

$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

25021561