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Team Member

Gurugram, India

Job Description:



Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.


We are a part of the Global Business Services which delivers technology and operations capabilities to Bank of America lines of business (LOB) and enterprise functions.


Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most. This purpose defines and unites us. Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.


* BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank.

Process Overview*

There is a provision in the Books and Records Requirements for Broker Dealers under the Securities Exchange Act of 1934 which requires Merrill Lynch to verify client profile information when a new account is opened or if there is any account’s investment objective change or periodically, must occur at least once every 36 months. CODG team review the images of scanned Client Data Validation letters returned by the client and identify which data attributes need to be updated based on the returned form, and make the respective updates in Client Profile/Client 360. Team also review the deceased status of the client and report out if find any discrepancy and makes reports available to different stake holders for further processing. Team Link the customer’s Bank of America relationship on the ML platform that enables the Financial Advisors to review the entire client relationship. Another function that team has to update the four core data attributes (Name, Address, DOB and TIN) from 20-90 days ageing of cases. The core data updates or change will either be accepted or rejected by the team to update the client’s profile with the most recent changes.

Job Description*

  • Responsible for the review and update the client’s information in the client’s profile .
  • Responsible to interact with LOB and Branch Offices via email .
  • Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with branch & LOB.
  • Prepare Deceased Customer reports for different stakeholder


  • Responsible to meet SLA and take ownership to complete the task.
  • Interact with LOB and Branch Offices via email .
  • Keep focus on accuracy and deliver error free work


  • Education* Any Graduate but not regular MBA
  • Certifications If Any NA
  • Experience Range* 1-2 Years
  • Mandatory skills* Knowledge of Wealth Management and Investment Products , Keyboard Skills, Typing Skills, Basic MS Excel Skills; Work under pressure,
  • Desired skills* Good written and verbal communication

Work Timings* 1230 to 2130 (Subject to change as per Day light savings & Business need)

Fixed Saturday and Sunday Off

Job Location* Gurgaon

* Mandatory Fields

Learn more about this role

Full time


Manages People:


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
Infospace, Gurugram, 122016