Investments Asset Transfer Processor - Chandler, AZ

Bank of America•Chandler, AZ

6d•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