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Bank Of America Transaction Management Ops Team Lead - Managed Account Trading Operations United States, Texas, Dallas 446713133
Today
Responsibilities:
- Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables
- Provides day-to-day training and coaching to team while addressing employee inquiries and escalations
- Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
- Conducts quality assurance reviews and provides routine supervisory manager approvals
- Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
- Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management
- Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Written Communications
- Account Management
- Analytical Thinking
- Coaching
- Mentoring
- Research
- Result Orientation
- Ensure trades that are executed by Financial Advisors (FAs) / Investment Managers are booked timely and accurately to client accounts
- Eliminate risks by proactively monitoring workflow, serving as quality control and escalating issues as appropriate while engaging the right leaders and partners
- Serve as or assist the trade allocation subject matter expert to problem-solve complex/escalated issues and provide training and support to the processors
- Pull reports, analyze data and place data in a usable format for dialogue and decision-making including daily statistics and metrics for Single Process Inventory
- Document and summarize team issues in a logical easy to read manner
- Support quality assurance routines as needed depending on volumes.
- Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls and quality assurance (QA)
- Prior experience serving as lead in an operational environment or currently working as a consistently high performing GWIM Service Operations Representative
- Must be able to give clear effective examples of past successes in teamwork, use of analytical skills, time and organizational self-management, flexibility to a changing environment and ability to work in a fast paced deadline-driven environment.
- Intermediate experience with Microsoft Word and Excel to include formulas, running saved macros and pivot tables
- Proven experience with presenting and writing information clearly, concisely and grammatically correct
- Demonstrated experience with effectively reviewingdocuments/informationand quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
- Self-motivated, proactive and able work with minimal supervision
- Prior trade support experience
- Series 7 license
- Experience with Managed Products
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