• Job Description

  Req#: 24009423

  Job Description:

  At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:
  This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

  The Senior Operations Representative role within the Asset Transition Services (ATS) team is responsible for managing the timely and seamless movement of assets between Merrill and other outside brokerage firms. ATS supports both domestic and offshore transfers, providing daily updates to the field. The position supports various asset types including equities, fixed income products, options, mutual funds, annuities, and alternative investments. It is essential that associates in this position ensure that branch office and client satisfaction is maintained. Additionally, this role has relationship management responsibility for partnership with Service Network (Client Care), Settlements, and various other operational areas within Wealth Management Operations (WMO).

  Responsibilities:

  • Performs standard transaction processing and reconciliation according to the established guidelines and procedures

  • Responds to client inquiries through numerous channels to support operational efficiency and quality client service

  • Performs basic research, follow-ups, 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

  • Ensure transfer requests are initiated accurately and in accordance with rules and regulations

  • Escalate potential events that may impact the transfer flow

  • Proactively identify and communicate continuous improvement opportunities to the management team

  • Document and maintain procedures

  Required Qualifications:

  • Risk-based decision-making skills

  • Interpersonal relationship skills and the ability to work in a team-based environment

  • Strong written and communication skills

  • Microsoft Outlook, Excel, Word

  • Attention to detail

  
  Desired Qualifications:

  • Financial operations experience

  • Customer service skills

  Skills:

  • 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

  • Written Communications

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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