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AMRS Equity Client Transaction Management

Charlotte, North Carolina

Job Description:

About Us:

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 moderately complex transaction and fulfillment processing, including the movement of  assets into and out of accounts. Key responsibilities include  reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.  Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Line of Business Job Description:

Key point of contact for Global Clients for Equity Transaction Management related queries within BofA across product, market, entity, trade status. Candidate must be on hand to offer premium Client service and deal with all Client queries and manage the relationships between our Clients and internal BofA departments. Up to date market knowledge on key initiatives and developments within the clearing and settlement space are essential. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients on all operational issues and will act as Client advocate within BofA to ensure all clients’ needs are met.

Responsibilities:

  • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
  • Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
  • Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
  • Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Required Qualifications:

  • 1 year customer facing experience
  • Experience with financial markets
  • Strong Communication Skills
  • Problem Solving Skills

Desired Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Oral Communications
  • Prioritization
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Coaching
  • Written Communications
  • Mentoring
  • Research
  • Result Orientation

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-25025868

Manages People: No

Travel: No

Street Address

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