Account Management Operations Representative

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.

Responsibilities:

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation

Line of Business Job Description:

Merrill Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts.  The Account Management Ops Representative will provide support to the branch office.  Team functions include documentation review and activating brokerage account traits.  Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items. 

Responsibilities include:

• Respond to phone calls on the internal line.
• Work cases in SRP and ASAP
• Review documentation for completeness and accuracy
• Decision cases while putting the client and branch office in the forefront while managing risk.  

Required Skills:

• Proven decision-making skills, and the ability to effectively manage risk.
• Proven track record delivering for internal and/or external clients. 
• Strong organizational and teamwork skills
• Results oriented; driven and ambitious.
• Must be flexible with schedule (Operational hours are 8:00 AM – 6:30 PM)
• Quick learner and self sufficient
• Demonstrates initiative while working independently

Desired Skills:

• Experience with brokerage account operations and systems

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

Shift:

Hours Per Week: