Account Management Operations Representative – Onboarding and Maintenance

Bank of America

. Support 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 within brokerage operations, ensuring compliance with established guidelines while maintaining high-quality service and efficient processing. Proficient in handling high-volume workloads and effectively communicating with internal and external stakeholders.

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 SupportProcessing Errors ResolutionResearch Skills

Soft Skills

Attention To DetailCollaborationPrioritizationResult OrientationNumerical Reasoning

Tools & Technologies

Service Request Portal (SRP)

Industry Keywords

Client InquiriesOperational IssuesAccount OpeningsCompliance GuidelinesRisk Concerns

About the role

Key responsibilities & impact

Support 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 Merrill branch account requests and documentation for completeness
Confirm requirements, obtain approvals or exceptions, and process account openings and maintenance updates
Respond to client inquiries through multiple channels with status updates and request decisions or outstanding requirements
Research processing errors, resolve routine exceptions, and complete corrective actions
Identify 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
Experience reviewing legal and/or tax documentation (desired)
Experience using Service Request Portal (SRP) (desired)
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

Benefits eligible
Paid time off
Resources and support for employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness
Affordable, competitive and flexible benefits