Investments Asset Transfer Processor - Chandler, AZ
Bank of America•Chandler, AZ
•Onsite
About The Position
This role is responsible for processing intake requests, owning cases from beginning to completion, and following up with clients and home office associates. Individuals in this role provide end-to-end white-glove service ownership with point-of-call resolution, partnership, research and proactive support for the home office teams. The team handles on-boarding, funding, ongoing service, product and sales support inquiries across the Merrill suite of products. Experts will be responsible for demonstrating the highest standard of service for every associate interaction.
Requirements
- Strong client service
- Ability to multi-task and independently prioritize his/her workload
- Demonstrate a cooperative and professional work attitude
- Capable of multitasking and working efficiently under stress and high volume
- Strong organizational, time management, and teamwork skills
- Strong analytical, negotiation, and problem-solving skills
- Attention to detail and follow through on assignments
- Deliver high-quality partner support, focusing on partner/client needs, problem resolution, and service/product knowledge
- Demonstrate excellent verbal, written, and listening skills
- Understand and demonstrate cultural awareness, integrity, and the ability to work as part of a team
Nice To Haves
- Operations processing experience
- Customer Service experience
- Experience with money movement transactions
- Ability to multi-task
- Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
- Able to adapt to changing environment while meeting metric requirements
- Apply sound judgment in making decisions
Responsibilities
- Acts as the expert for front-line associates and, at times, clients, in regard to Merrill products, services, and operational processes
- Handles complex issues related to Merrill services and products
- Provides approvals to resolve customer inquiries and escalations
- Focuses on risk mitigation and policies and procedures to ensure exceptions and approvals are within appropriate guidelines
Benefits
- competitive benefits to support their physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
