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Priority Client Services Associate - Global Markets Operations - Global Operations

Charlotte, North Carolina

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

An excellent opportunity to join the AMRS FX Operations priority Client Service Team based in Charlotte. The roles primary focus is to develop relationships with our highest tiered Institutional and Corporate clients.

With a focus on developing market leading client service, balanced with an optimal, highly automated, post trade experience across settlement and Post settlement processes, including trade confirmation matching and settlement.       

Responsibilities:

  • Deliver market leading client service to our high priority clients, whilst supporting our internal business partners.
  • Deliver right first time settlement across FX products.   Minimizing the impact of settlement breaks through swift resolution and mitigating actions. 
  • Reporting on and clearing cash breaks. Analyzing and resolving a wide variety of  operations challenges.
  • Point of contact for key internal stakeholders including Sales, Trade Support & Client Service teams (OCRM).
  • Adding value though implementation of improvements to client experience, system infrastructure and control environment by playing a key role in delivery of the client service strategy.
  • Performing root cause analysis to deliver incremental efficiency and capacity realization.
  • Maintains accuracy of client portfolio using internal and external comparison tools
  • Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling
  • Explores methods to enhance processes, further reduce risks, and boost client experience
  • Partners with colleagues on the trade and sales support teams, as well as external agents
  • Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting
  • Escalates potential risks and exposures to manager in a timely manner
  • Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Required Skills:

  • Attention to Detail
  • Critical Thinking
  • Data Collection and Entry
  • Recording/Organizing Information
  • Research

Additional Skills

  • Fraud Management
  • Interpret Relevant Laws, Rules, and Regulations
  • Problem Solving
  • Quality Assurance
  • Risk Management
  • Adaptability
  • Customer and Client Focus
  • Prioritization
  • Result Orientation
  • Written Communications

      

 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-25021310

Manages People: No

Travel: No

Street Address

Primary Location:
100 N TRYON ST, NC, Charlotte, 28255