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Account Management Ops Analyst - Private Bank Client Billing

Account Management Ops Analyst - Private Bank Client Billing

Bank of AmericaDallas, TX, US
4 days ago
Job type
  • Full-time
Job description

Job Title

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 moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

The duties of this particular role include, but are not limited to :

  • Maintain an awareness of Managed and / or Retirement Product platform changes, enhancements and requirements
  • Make sure that Department standards are met and that updates are provided to management through either immediate communication and / or weekly highlights
  • Assist with updates to procedural documentation / process maps, and participate in system testing as needed
  • Manage risk by identifying and escalating items appropriately
  • Participate in internal and third-party audits
  • Ability to research and resolve escalated inquiries from Internal and External Business Partners
  • Lead projects and special assignments as needed for department initiatives
  • A subject matter expert in reconciliation and / or billing processes
  • Collaborative mindset with an ability to build and maintain excellent working relationships

Required Skills :

  • Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
  • General knowledge of accounting and financial reporting
  • Ability to handle multiple deliverables for either daily processing and / or expanded strategic initiatives
  • Professional written and verbal communication skills
  • Demonstrates attention to detail
  • An understanding of technology and the ability to incorporate that understanding into process improvements
  • Ability to work independently while effectively managing and finding resolution to complex situations
  • Career oriented teammate seeking to grow within the organization
  • 3 years of experience relating to reconciliation, billing, project management, trading and / or managed products service support
  • Desired Skills :

  • Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting
  • Shift : 1st shift (United States of America) Hours Per Week : 40

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    Private Bank Analyst • Dallas, TX, US

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