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Account Management Ops Analyst – Private Bank Onboarding, Maintenance
Bank of America. Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures .
About the role
Key responsibilities & impact- Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures
- Provide quality operations support and service to internal business partners and external clients
- Assist in training less experienced team members
- Review and process account opening and maintenance requests, client information, and supporting documentation
- Validate documentation, complete account openings or updates, and obtain legal review or approved exceptions when needed
- Monitor asset and cash transfers, resolve outstanding items, and complete final request reviews
- Respond to client inquiries through multiple channels, provide status updates, return items for missing information, and confirm completion
- Execute control reports, store required evidence, perform quality reviews, correct defects, and ensure account accuracy
- Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Requirements
What you’ll need- Ability to find and resolve data inconsistencies in highly detailed documents and systems
- Ability to follow detailed instructions
- Experience interacting with partners via email and chat
- Ability to work flexibly within 8:00 AM–6:00 PM, Monday through Friday
- Experience using Microsoft Office applications
- Ability to manage large caseloads and execute within short deadlines
- Ability to use multiple systems and applications accurately and efficiently
- Ability to apply established procedures to daily processing
- Experience, studies, or knowledge in operations, banking, account management and/or customer service
- Ability to apply knowledge to improve processes
- No educational credential explicitly required
Benefits
Comp & perks- Benefits eligible
- Paid time off
- Resources and support for employees
- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- In-office flexibility based on role-specific responsibilities and business needs