Account Management Ops Representative

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 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 :

Line of Business Job Description :

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.

Upon the receipt of a request through internal partners and applicable systems the Merrill Banking Onboarding & Maintenance team ensures onboarding and maintenance documentation is in good order. Upon a successful document review, accounts are opened and / or updated, applicable correspondence sent, and quality reviews are completed. The account management is complete once the request is complete and correspondence has been sent.

A successful Account Management Ops Representative on this team :

Required Skills :