Investments New Account Support Specialist - Pennington, NJ

Bank of America•Pennington, AL

1d•$25 - $33•Onsite

About The Position

The Investments New Account Support Specialist provides operational support for opening new Brokerage accounts and serves as the Financial Solutions Advisor (FSA) and/or client’s single point of contact during the Brokerage account application process. The role also supports ownership updates to existing Brokerage accounts and completes complex service-related requests, including document review. Requests may be handled by phone, paper, email, or online channels. The specialist may compile and deliver new-client welcome packages and perform other fulfillment functions. The role may involve investigating and resolving a wide variety of requests, following up with clients, gathering additional information, setting expectations, and providing ongoing operational support as needed. The specialist provides client and internal-partner support while handling diverse operational functions and fulfilling critical requests in accordance with policies and procedures. The role requires clear and effective communication, sound prioritization, attention to detail, problem-solving, and the ability to work cooperatively and efficiently in a high-volume environment. Bank of America describes its culture as focused on Responsible Growth, inclusion, teammate wellness, performance recognition, and community impact. The company is committed to an in-office culture, with office-attendance requirements and role-specific flexibility. This position is based at 1400 American Blvd, Hopewell Building 4, Pennington, New Jersey. It is a first-shift role with 40 hours per week. The stated pay range is $25.00–$32.77 per hour; offers depend on experience, education, and skill set. The role is not incentive eligible and is currently benefits eligible.

Requirements

Experience verbally delivering information clearly, concisely, and understandably to clients while quickly establishing rapport and conveying positivity and confidence.
Ability to multitask and independently prioritize workload.
Cooperative and professional work attitude.
Ability to work efficiently under stress and in a high-volume environment.
Excellent organizational and time-management skills.
Strong analytical, negotiation, and problem-solving skills.
Attention to detail and follow-through on assignments.
Excellent verbal, written, and active-listening skills.
Cultural awareness, integrity, and ability to work as part of a team.

Nice To Haves

Customer service and/or call center experience.
Knowledge of Merrill systems, products, and applications.

Responsibilities

Provide operational support for opening new Brokerage accounts.
Act as the FSA and/or client’s single point of contact during the Brokerage account application process.
Update ownership of existing Brokerage accounts.
Complete complex service-related requests, including document review.
Fulfill requests through phone, paper, email, or online channels.
Compile and deliver new-client welcome packages and perform other fulfillment functions as needed.
Investigate and resolve a wide variety of requests, including following up with clients, gathering additional information, and setting expectations.
Provide ongoing operational support where required.
Provide exceptional client service and operational support to Merrill clients and internal partners, including point-of-contact resolution.
Handle diverse operational functions with operational discipline and fulfill critical client requests within prescribed policies and procedures.
Understand the full suite of product offerings and use available resources to address knowledge gaps.
Deliver high-quality partner support focused on partner and client needs, problem resolution, and service and product knowledge.