Investments New Account Support Specialist

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

As a New Account Support Operations Specialist, you will perform operational support for the opening of new Brokerage accounts, acting as the FSA’s single point of contact during the Brokerage account application process. Associates will also assist with matters including but not limited to: 

•             Responsible for opening banking products via phone

•             Updating ownership of existing Brokerage accounts

•             Completing complex service related requests including document review

•             Funding new or existing accounts

Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions.

The New Account Support Operations Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required.  This person will be expected to:

•             Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution

•             Demonstrate operational discipline while handling diverse operational functions

•             Fulfill critical client requests within prescribed policies and procedures

•             Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge

Required Qualification:

•             Experience verbally delivering information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence

•             Ability to multi-task and independently prioritize his/her workload

•             Demonstrate a cooperative and professional work attitude

•             Capable of multi-tasking and working efficiently under stress and high volume

•             Excellent organizational and time management skills

•             Teamwork skills

•             Strong analytical, negotiation and problem-solving skills

•             Attention to detail and follow through on assignments

•             Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge

•             Demonstrate excellent verbal, written and listening skills

•             Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

Desired Qualifications:

•             Customer Service and/or call center experience preferred

•             Knowledge of Merrill systems, products and applications preferred

Enterprise Job Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:

• Processes transactions according to established procedures and prescribed processes required
• Demonstrates operational discipline while handling complex and diverse operational functions
• Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
• Assists with phone calls, email boxes, and processing queues

Additional Skills Used:

• Account Management
• Adaptability
• Customer and Client Focus
• Data Collection and Entry
• Process Effectiveness
• Active Listening
• Continuous Improvement
• Customer Service Management
• Data Quality Management
• Result Orientation
• Attention to Detail
• Business Operations Management
• Business Process Analysis
• Critical Thinking
• Process Management

Shift:

Hours Per Week: