Account Management Operations Representative – Onboarding and Maintenance

Bank of America

. Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures .

Posted 9/29/2026full-timeUnited StatesJunior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and client service, ensuring efficient operations support while maintaining high standards of communication and attention to detail. Proficient in handling high-volume workloads and resolving operational issues within established guidelines.

Highest-signal resume keywords

Account ManagementClient ServiceHigh-Volume Work ManagementWritten And Verbal CommunicationRisk Awareness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Brokerage Account SupportDocumentation ReviewOperational SupportException ResolutionProcess Flow Understanding

Soft Skills

Attention To DetailCollaborationPrioritizationResult OrientationNumerical Reasoning

Tools & Technologies

Service Request Portal

Industry Keywords

Client InquiriesAccount OpeningsOperational IssuesRisk ConcernsLegal Documentation

About the role

Key responsibilities & impact

Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures
Provide quality service and efficient operations support to internal business partners and external clients
Review account requests and documentation for completeness
Process account openings and maintenance updates
Confirm documentation, obtain required approvals or exceptions, and complete account requests
Respond to client inquiries through multiple channels, provide status updates, and communicate decisions or outstanding requirements
Research processing errors, resolve routine exceptions, and complete corrective actions
Identify potential operational issues and escalate risk concerns appropriately
Handle inbound calls, sort and distribute mail, maintain records, and store required evidence
Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Complete high-volume work within a 48-hour period

Requirements

What you’ll need

Minimum of 1 year of experience supporting brokerage accounts or clients in operations, client service, customer service, or related environment
Experience managing a high-volume personal caseload and consistently meeting 48-hour turnaround times
Ability to apply judgment within established guidelines to resolve routine exceptions, maintain risk awareness, and escalate issues appropriately
Strong written and verbal communication skills for phone and email interaction with internal partners
Ability to work flexibly between 8:00 AM and 6:00 PM, Monday through Friday
Desired: Experience reviewing legal and/or tax documentation
Desired: Experience using SRP (Service Request Portal)
Account management, customer and client focus, oral and written communications, research, attention to detail, collaboration, prioritization, recording/organizing information, result orientation, and numerical reasoning

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact