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Account Management Ops Representative – Onboarding and 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
- Review Merrill branch account requests and documentation for completeness
- Process account openings and maintenance updates
- Confirm required documentation, obtain approvals or exceptions, and complete account requests
- 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 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 flow, controls, risks, and upstream/downstream impacts
- Provide high-volume operational support within 48-hour turnaround times
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 while maintaining risk awareness and escalating 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 communications
- Research
- Attention to detail
- Collaboration
- Written communications
- Prioritization
- Recording/organizing information
- Result orientation
- 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