Account Management Ops Consultant

Bank of America•Charlotte, NC

About The Position

The Account Management Ops Consultant supports moderately complex account creation, onboarding, and maintenance activities in accordance with established guidelines and procedures. The role provides quality service and effective operational support to internal business partners and external clients, operates with moderate independence, and refers moderately complex issues and escalations to a team lead or manager. It also assists in training less experienced team members. Within Client & Account Lifecycle Management (CALM), the role supports creation and maintenance of account-level reference data, including standing settlement instructions and documentation used to facilitate trade processing and settlement across global market product classifications. The team also receives, digitizes, and reports account documentation to meet firm and client regulatory requirements. The CALM Accounts analyst contributes to process controls and efficiency improvements and serves as a team leader and escalation contact.

Requirements

5–7 years of experience in operations and financial services.
2–3 years of experience with Power Query and Power Automate.
2–3 years of experience with Alteryx for data preparation and advanced analytics.
2–3 years of experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.
Intellectual curiosity, passion, and self-motivation.
Excellent time management and prioritization skills, with the ability to meet tight deadlines.
Strong teamwork and collaboration skills.
Commitment to delivering excellence.
Excellent verbal and written communication skills, including the ability to communicate with senior stakeholders.
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, V and X lookups, complex formulas, and data modeling.
Risk management awareness, experience working with second- and third-line partners, and experience documenting requests for audit and risk partners.
Critical thinking, creativity, and problem-solving skills.
High integrity and ethical standards, with 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.
Connects with a diverse set of clients to understand future business needs and is a continuous learner.
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 needs of clients and employees around the world.

Responsibilities

Develop deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets 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 the AMRS, EMEA, and APAC regions.
Explore 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 multiple channels.
Review and approve required account documentation.
Identify risks and process-improvement opportunities based on understanding how the work affects other operational units.
Research, follow up on, and resolve moderately complex routine requests.
Serve as a leader and escalation contact for the team.
Assist in training less experienced team members.