Account Management Operations Representative

About the position

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! 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.

Requirements

• Oral and Written Communications: The ability to communicate through spoken and written words via direct conversation or telephonic, email and/or work queues sharing information.
• Account Management: The ability to provide services and support to clients.
• Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers.
• Collaboration: The ability to work with others to complete a task or achieve a common goal.
• Research: The ability to gather information about a topic, review, analyze and interpret the results.
• Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task.
• Recording/Organizing Information: The ability to accurately capture, summarize, and organize relevant information.

Nice-to-haves

• Experience with brokerage account operations and systems.
• 1+ year(s) of Legal Document Review (not required).
• Proficient with Microsoft Office, Outlook, Word and Excel.
• Ability to manipulate data using spreadsheets and other similar desktop applications.
• Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.).
• Experience, knowledge of or studies related to Finance or Accounting.
• An understanding of technology and the ability to incorporate that understanding into process improvements.