Account Management Ops Representative

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.

Responsibilities:

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

LOB

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.

Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries, etc. to accurately open, modify or close accounts.

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or internal customers and clients. May provide advice and assist with training for less experienced team members. MAO Enrollments and Processing Senior Operations Representative. Responds to email inquiries received from the Branch Office regarding the documents, enrollment, and termination of Managed Product accounts. Handles various reporting and workflow queues related to Managed Accounts.

Key Responsibilities:

• Resolves inquiries via email from Branch Offices regarding required documentation in the Investment Advisory Program
• Maintain an awareness of Investment Advisory Program changes, enhancements, and requirements regarding documentation
• Provide real time feedback from branch offices leading to strategic innovation
• Other duties as assigned​

Required Skills:

• Ability to work in a fast-paced environment
• Excellent interpersonal skills
• Proven ability to effectively service/resolve client inquiries
• Strong oral and written communication skills
• Ability to work effectively and efficiently as an individual contributor in a team environment
• Exhibits good judgment and decision-making skills
• Ability to quickly learn and navigate multiple technology applications
• May be required to work weekends and overtime when needed​

Desired Skills:

• Prior experience​

Shift:

1st shift (United States of America)

Hours Per Week:

40