Consumer Investments Account Maintenance Generalist - Fort Worth, TX

Bank of America•Fort Worth, TX

1d•Onsite

About The Position

As an Investments Account Maintenance Generalist at Bank of America, you will be responsible for providing timely resolution on routine service and inquiries received through various channels. This role requires cultural awareness, integrity, and the ability to collaborate effectively within a team and across business partnerships. Key tasks include processing incoming client account documents and emails, managing CMC cases, and making outbound calls to gather additional information for resolution. You are expected to apply analytical thinking, strong research skills, and best practices to problem-solving. The position involves processing documents accurately and promptly according to established policies and procedures, including data entry, account updates, and handling forms such as Client relationship agreements, beneficiary forms, and address changes. Delivering high-quality, client-centric customer service is paramount. This is a high-paced production environment where meeting or exceeding quality control and productivity metrics is essential. There is also an opportunity for career advancement by becoming a certified trainer/mentor.

Requirements

Strong organizational and time management skills
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 skills
Excellent communication skills-verbal and written

Nice To Haves

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

Responsibilities

Provide timely resolution on routine service and inquiries that come into the group from a variety of channels
Understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships
Process incoming documents and emails related to client accounts
Work CMC cases
Make outbound calls on documents that need more information and resolve
Think analytically, use strong research Qualifications, and apply best practices/past experiences to problem resolution
Process documents according to established policies & procedures
Be accountable for accurate and timely processing of requests
Perform daily data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc.
Provide high quality client centric customer service
Meet or exceed certain metrics such as quality control and productivity