Life Services Operations Support Processor

Bank of America•Jacksonville, FL
•Onsite

About The Position

This job supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. The role provides quality service and effective, efficient operational support to internal business partners and/or external clients. It operates with some independence, referring more complex issues and escalations to the team lead or manager.

Requirements

  • High school diploma, GED, secondary school, or equivalent.

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.
  • Perform basic research, follow-ups, and resolution of 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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