Job Description:
Overview (Bank of America overview, BA Continuum India overview, Business Overview)
Bank of America is one of the world's largest 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.
BA Continuum is a nonbank subsidiary of Bank of America, part of our Global Delivery Center of Expertise in the bank. 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 the individuals, businesses and institutional investors we serve worldwide.
We’re 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.
BA Continuum India Pvt. Ltd. supports business process, information technology and knowledge process across Consumer Banking, including Card and Home Loans, Legacy Asset Servicing, Global Banking and Markets, and Global Wealth and Investment Management lines of business at Bank of America.
Global Wealth & Investment Management (GWIM) comprises of deep domain operations servicing the wealth management for affluent and high net worth clients. Clients have access to a range of services offered through its several businesses like Global Wealth & Retirement Solutions, Banking & Brokerage, Investment Solutions and the Trust Operations, GWIM Banking, Merrill Lynch, U.S. Trust and Bank of America Private Wealth Management. The operational structure provides comprehensive service to all major wealth management verticals across bank for both the Merrill and the US Trust areas providing retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions.
Process Overview
Client Account Operations checks regulatory and compliance requirement for account opening and maintenance documents for business and retail accounts for wealth management services and features. CAO provides operational support to the Branch Offices for MLPF&S brokerage account products which primarily includes domestic accounts and address verification for few international accounts. Team receives scanned document on Rapid application. Client Account Operations team reviews multiple documents and provides operational support to the Branch via informing any missing or incorrect information on the document. It has multiple work types which persist Document Review, Stencil Change Reporting, Client Privacy View Access Permission & verifying international client address virtually.
Job Description (Overview of Role)
Individual will perform as a contributing member to drive productivity and error free environment. Associate will be responsible to convey correct and appropriate information to the branch for any missing and incorrect information on the document related to brokerage account opening and maintenance for Merrill Lynch clients. A first time resolution is expected from an associate while processing/reviewing the documents and responding to clients for better Client Experience.
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