Account Management Ops Representative – Onboarding and Maintenance

Bank of America

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

Posted 9/18/2026full-timePennington • Florida • United 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 operational support, with a strong focus on high-volume processing and risk awareness. Proficient in client communication and documentation review to ensure compliance and efficiency.

Highest-signal resume keywords

Account ManagementHigh-Volume ProcessingRisk AwarenessClient CommunicationDocumentation Review

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account OpeningAccount MaintenanceOperational SupportError ResolutionProcess Flow Understanding

Soft Skills

Judgment ApplicationWritten CommunicationVerbal Communication

Tools & Technologies

Service Request Portal

Industry Keywords

Brokerage AccountsClient ServiceCustomer ServiceLegal DocumentationTax Documentation

About the role

Key responsibilities & impact

Support creation, onboarding, and maintenance of accounts according to established guidelines and procedures
Review requests and required account 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
Research processing errors, resolve routine exceptions, and complete corrective actions
Identify operational issues and escalate risk concerns appropriately
Provide operational support through inbound calls, mail sorting, mail distribution, recordkeeping, and evidence storage
Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Complete high-volume work within 48-hour turnaround periods

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
Risk awareness and ability to 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 (desired)

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
Base salary compensation
Flexible benefits supporting physical, emotional, and financial wellness