Bank of America

Account Management Ops Analyst

Bank of America

full-time

Posted on:

Location Type: Office

Location: Pennington • New Jersey • United States

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Salary

💰 $25 - $34 per hour

Job Level

Junior

About the role

  • Performs onboarding and maintenance of accounts and reviewing required account documentation.
  • Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
  • Reviews and approves required account documentation
  • Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
  • Performs moderate levels of research, follow-up and resolution of more complex routine research requests

Requirements

  • Proven decision-making skills, and the ability to effectively manage risk.
  • Proven track record delivering for internal and/or external clients.
  • Strong organizational and teamwork skills
  • Results oriented; driven and ambitious.
  • Must be flexible with schedule (Operational hours are 8:00 AM – 6:00 PM)
  • Quick learner and self sufficient
  • Demonstrates initiative while working independently
  • Experience with brokerage account operations and systems 1+ year(s) of Legal Document Review (not required)
  • Proficient with Microsoft Office, Outlook, Word and Excel
  • Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
  • Experience, knowledge of or studies related to Finance or Accounting
  • Understanding of complex account types (i.e., Guardianship, Estate, Trust, etc.)
  • An understanding of technology and the ability to incorporate that understanding into process improvements​
Benefits
  • paid time off
  • industry-leading benefits
  • resources and support to employees to make a genuine impact

Applicant Tracking System Keywords

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

Hard skills
brokerage account operationsLegal Document ReviewMicrosoft OfficeOutlookWordExcelinvestment typesfinanceaccountingcomplex account types
Soft skills
decision-makingrisk managementorganizational skillsteamworkresults orientedflexibilityquick learnerinitiativeindependence