Account Management Ops Analyst

Bank of America•Charlotte, NC

1d•Onsite

About The Position

At Bank of America, the Account Management Ops Analyst supports moderately complex account creation, onboarding, and maintenance activities in accordance with established guidelines and procedures. The role provides quality service and operational support to internal business partners and external clients, assists with training less experienced teammates, and works with moderate independence while referring complex issues and escalations to a team lead or manager. Within Client & Account Lifecycle Management (CALM), the analyst supports the creation and maintenance of account-level reference data, including standing settlement instructions and documentation used to process and settle trades across global market products. The team also receives, digitizes, and reports on account documentation to meet firm and client regulatory requirements. The analyst contributes to process control and efficiency improvements and serves as a team leader and escalation contact. The role involves account onboarding and maintenance across products and jurisdictions for institutional clients, reviewing and approving required documentation, responding to client inquiries, researching and resolving operational issues, and collaborating with front-office, operations, technology, and other business partners across AMRS, EMEA, and APAC. The analyst identifies risks and process-improvement opportunities and helps enhance client satisfaction and operational efficiency. Bank of America describes an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

1–3 years of operations and financial services experience.
1–3 years of experience with Power Query and Power Automate.
1–3 years of experience with Alteryx for data preparation and advanced analytics.
1–3 years of experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.
Proficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization.
Ability to analyze large datasets and generate actionable insights.
Moderate to advanced Excel proficiency, including pivot tables, VLOOKUPs and XLOOKUPs, complex formulas, and data modeling.
Risk-management awareness, experience working with second- and third-line partners, and experience packaging and documenting requests for audit and risk partners.
Excellent time-management and prioritization skills, including the ability to meet tight deadlines.
Strong teamwork and collaboration skills.
Excellent verbal and written communication skills, including the ability to communicate with stakeholders at senior levels.
Critical thinking, creativity, and problem-solving skills.
Intellectual curiosity, passion, and self-motivation.
Commitment to delivering excellence.
High integrity, ethical standards, and sound judgment.

Nice To Haves

Familiarity with visualization tools and dashboards such as Tableau and Power BI.
Understanding of AI-driven tools, automation platforms, and digital-transformation trends.
Brings new thoughts and ideas to teams to drive innovation and unique solutions.
Works effectively among diverse viewpoints to determine the best path forward.
Experience connecting with diverse clients to understand future business needs and a commitment to continuous learning.
Commitment to challenging the status quo and promoting positive change.
Participates in and drives collaborative efforts to advance tools, technology, and ways of working to serve an evolving client base.
Values diversity and its role in reflecting, connecting with, and meeting the diverse needs of clients and employees around the world.

Responsibilities

Develop product and operational knowledge of account onboarding and maintenance across multiple global-markets products and jurisdictions for institutional clients.
Research and resolve business and risk problems in partnership with front-office, operations, and technology business partners.
Collaborate across teams and gain exposure to diverse product lines.
Build and maintain relationships with internal and external business partners across AMRS, EMEA, and APAC.
Identify and implement methods to enhance processes, reduce risk, and improve client satisfaction.
Perform account onboarding and maintenance and review required account documentation.
Respond to moderately complex client inquiries through various channels to support operational efficiency and quality service.
Review and approve required account documentation.
Identify risks and process-improvement opportunities, including understanding the impact of work on other operational units.
Conduct research, follow up, and resolve more complex routine research requests.
Support process controls and efficiency enhancements and act as a leader and escalation contact for the team.
Assist in training less experienced team members.