CI Account Maintenance Generalist

Bank of America • Chandler, AZ

5d • Onsite

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! As an Investments Account Maintenance Generalist your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve. Generalists will also be expected to think analytically, use strong research Qualifications, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity.

Requirements

• Strong organizational and time management Qualifications
• Attention to detail and follow through on assignments
• Ability to multi-task and independently prioritize his/her workload
• Work as sole contributor and as a team player as required
• Strong analytical and problem-solving Qualifications
• Excellent communication Qualifications-verbal and written
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Customer Service and/or call center experience preferred
• Knowledge of Merrill systems, products and applications

Responsibilities

• Providing timely resolution on routine service and inquiries that come into the group from a variety of channels.
• Process incoming documents and emails related to client accounts and work CMC cases.
• Make outbound calls on documents that need more information and resolve.
• Process documents according to established policies & procedures
• Data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees