Exchange Traded Derivatives Operations - Client Servicing 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. 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 conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients, opening, maintaining, and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients’ needs.

LOB Description:

As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing.  The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space.  This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.

Responsibilities:

• Improves and simplifies the client experience, reducing manual touchpoints
• Ensures transactions are completed in an accurate and timely manner, managing escalations as needed
• Supports the preparation of frequent reports and other measures of data
• Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
• Identifies and flags potential risks in a timely manner

Required Qualifications:

• The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients 
• The candidate must be able to work in a fast paced environment and be an effective multi-tasker
• The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes  
• The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion 
• Candidate should be proficient in Microsoft Excel, Word and PowerPoint
• The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets 
• Knowledge of industry rules and regulations, as well as common street wide business practices is required

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:

• Active Listening
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Client Management
• Prioritization
• Adaptability
• Critical Thinking
• Innovative Thinking
• Relationship Building

Shift:

Hours Per Week: