Consumer Investments Account Maintenance Generalist

Bank of America • Chandler, AZ

6d

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: 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 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

• providing 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 and 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
• responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees