Private Wealth Management Specialist-nr jobs at Bank Of America in United States, New York
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221 jobs found
15.09.2025
BOA
Bank Of America Wealth Management Fraud & Claims - Sr Analyst United States, New Jersey
Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity. Assists Fraud Strategy...
Active Listening. Attention to Detail. Research. Usability Testing. Data Collection and Entry. Issue Management. Networking. Project Management. Reporting. Agile Practices. Process Design. Recording/Organizing Information. Technical Documentation. Written Communications....
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations. Partners with Financial Advisor teams to...
Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures. Leads end-to-end resolution of complex...
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...
Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity. Assists Fraud Strategy...
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