Life Services Operations Support Processor
About The Position
This role supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. The processor provides quality service and effective, efficient operational support to internal business partners and/or external clients. The role operates with some independence, referring more complex issues and escalations to the team lead or manager. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. The position is listed as first shift and 40 hours per week.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Skills in business operations management, customer service management, prioritization, reporting, trade operations management, data collection and entry, data and trend analysis, organizational effectiveness, process management, quality assurance, customer and client focus, oral communications, research analysis, and written communications.
Responsibilities
- Perform standard transaction processing and reconciliation according to established guidelines and procedures.
- Respond to client inquiries through numerous channels to support operational efficiency and quality client service.
- Conduct basic research and follow-ups, and resolve routine research requests.
- Identify potential issues in daily operational tasks and escalate risk concerns as appropriate.
- Provide general operational support, including handling inbound calls, sorting mail, and distributing mail.
Benefits
- Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
