Senior Relationship Manager
The Symicor Group
Account Management Operations Analyst, Mutual Fund and Institutional Billing
Bank of America
full-time
Posted on:
Location Type: Office
Location: Dallas • New Jersey, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $25 - $34 per hour
Job Level
JuniorMid-Level
About the role
- Perform onboarding and maintenance of accounts and review required account documentation
- Respond to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Review and approve required account documentation
- Proactively identify risk and opportunities for process improvement
- Perform research, follow-up and resolution of complex routine research requests
- Support billing and invoicing to plan sponsors for retirement and other products (e.g., 401k, stock plan services, defined benefits)
- Create and distribute invoices and manage revenue generation and fee collection
- Reconcile receivables and ensure billing rates are properly established
- Maintain awareness of Retirement Product platform changes, enhancements and requirements
- Assist with updates to procedural documentation and process maps; participate in system testing
- Manage risk by identifying and escalating items appropriately and participate in internal and third party audits
- Lead projects and special assignments; act as subject matter expert in billing processes
- Provide quality service and effective operations support for internal business partners and external clients and assist in training less experienced team members
Requirements
- 2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support
- Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
- General knowledge of accounting and financial reporting
- Professional written and verbal communication skills
- Demonstrates attention to detail
- An understanding of technology and the ability to incorporate that understanding into process improvements
- Ability to work independently while effectively managing and finding resolution to complex situations
- Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) (desired)
- Skills: Account Management; Customer and Client Focus; Oral Communications; Research; Analytical Thinking; Attention to Detail; Collaboration; Problem Solving; Prioritization; Recording/Organizing Information; Result Orientation
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to our employees
- Benefits eligible
- Predictable pay: this role is compensated with a base salary and is not incentive eligible
- Support for teammates' physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
reconciliationbillingproject managementfinancial reportingaccount managementresearchanalytical thinkingprocess improvementinvoicingrisk management
Soft skills
professional communicationattention to detailcollaborationproblem solvingprioritizationresult orientationcustomer focusindependent workjudgmenttraining