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 client service within brokerage operations, ensuring compliance with established guidelines while effectively handling high-volume requests and maintaining risk awareness.

Highest-signal resume keywords

Brokerage Account SupportHigh-Volume Caseload ManagementWritten And Verbal CommunicationRisk Awareness And EscalationService Request Portal (SRP) Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Account CreationAccount MaintenanceDocumentation ReviewProcessing Errors ResolutionOperational Issue Identification

Soft Skills

Judgment ApplicationClient Inquiry ResponseFlexibility

Industry Keywords

Client ServiceCustomer ServiceLegal Documentation ReviewTax Documentation ReviewOperational Procedures

About the role

Key responsibilities & impact

Support creation, onboarding, and maintenance of accounts according to established guidelines and procedures
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 decisions or outstanding requirements
Research processing errors, resolve 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)
40 hours per week

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
Opportunities to learn, grow, and make an impact