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GWIM Sr. Operations Analyst

Jacksonville, Florida

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The employee in this role is responsible for the data entry and processing to facilitate the transfer of assets between Merrill Lynch and contra parties for the highest affluent client base in the firm. This role provides support for both internal and external teams to accomplish asset transfers and gifts swiftly and accurately while remaining within Service Level Agreement standards. Through this position, the employee will gain knowledge of investment products, operational elements, and proprietary skills necessary to excel in a career with Bank of America.

Required Skills:

  • Building sustainable relationships through interaction with various front and back office partners to deliver excellent service and internal partnership
  • Performing various data entry/processing functions with precision and high attention to detail
  • Becoming a subject matter expert of their primary, secondary, and tertiary responsibilities
  • Ability to meet deadlines with high volumes
  • Fostering a positive atmosphere with a confident and encouraging attitude
  • Suggesting process improvement, and following through with planning and execution of ideas
  • High-level awareness of how processes and systems flow together across the team as a whole to accomplish the common goal
  • Training and developing other associates & the materials, resources, and references utilized
  • Document and maintain procedures
  • Solid understanding of Microsoft Office products

Desired Skills:

  • Strong leadership and interpersonal skills
  • Ability to understand key deliverables and risk controls
  • Strong organizational and time management skills
  • Demonstrates attention to detail
  • Ability to work in a fast paced environment
  • Exhibits good judgement and decision making skills
  • Collaborative mindset with an ability to partner with support teams to find resolution for inquiries
  • Ability to quickly learn with a strong ability to multi task
  • Career oriented individual seeking to grow within the organization
  • Intellectually curious with a desire to identify and implement innovation

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The employee in this role is responsible for the data entry and processing to facilitate the transfer of assets between Merrill Lynch and contra parties for the highest affluent client base in the firm. This role provides support for both internal and external teams to accomplish asset transfers and gifts swiftly and accurately while remaining within Service Level Agreement standards. Through this position, the employee will gain knowledge of investment products, operational elements, and proprietary skills necessary to excel in a career with Bank of America.

Required Skills:

  • Building sustainable relationships through interaction with various front and back office partners to deliver excellent service and internal partnership
  • Performing various data entry/processing functions with precision and high attention to detail
  • Becoming a subject matter expert of their primary, secondary, and tertiary responsibilities
  • Ability to meet deadlines with high volumes
  • Fostering a positive atmosphere with a confident and encouraging attitude
  • Suggesting process improvement, and following through with planning and execution of ideas
  • High-level awareness of how processes and systems flow together across the team as a whole to accomplish the common goal
  • Training and developing other associates & the materials, resources, and references utilized
  • Document and maintain procedures
  • Solid understanding of Microsoft Office products

Desired Skills:

  • Strong leadership and interpersonal skills
  • Ability to understand key deliverables and risk controls
  • Strong organizational and time management skills
  • Demonstrates attention to detail
  • Ability to work in a fast paced environment
  • Exhibits good judgement and decision making skills
  • Collaborative mindset with an ability to partner with support teams to find resolution for inquiries
  • Ability to quickly learn with a strong ability to multi task
  • Career oriented individual seeking to grow within the organization
  • Intellectually curious with a desire to identify and implement innovation

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22046341

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson [C]

Referral Bonus:

0

Street Address

Primary Location:
4800 DEER LAKE DR E, FL, Jacksonville, 32246