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Bank Of America Priority Client Services Associate - Global 
United States, North Carolina, Charlotte 
505441881

23.06.2025

Job Description:

Job Description:
This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

With a focus on developing market leading client service, balanced with an optimal, highly automated, post trade experience across settlement and Post settlement processes, including trade confirmation matching and settlement.

Responsibilities:

  • Deliver market leading client service to our high priority clients, whilst supporting our internal business partners.
  • Deliver right first time settlement across FX products. Minimizing the impact of settlement breaks through swift resolution and mitigating actions.
  • Reporting on and clearing cash breaks. Analyzing and resolving a wide variety of operations challenges.
  • Point of contact for key internal stakeholders including Sales, Trade Support & Client Service teams (OCRM).
  • Adding value though implementation of improvements to client experience, system infrastructure and control environment by playing a key role in delivery of the client service strategy.
  • Performing root cause analysis to deliver incremental efficiency and capacity realization.
  • Maintains accuracy of client portfolio using internal and external comparison tools
  • Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling
  • Explores methods to enhance processes, further reduce risks, and boost client experience
  • Partners with colleagues on the trade and sales support teams, as well as external agents
  • Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting
  • Escalates potential risks and exposures to manager in a timely manner
  • Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Required Skills:

  • Attention to Detail
  • Critical Thinking
  • Data Collection and Entry
  • Recording/Organizing Information
  • Research

Additional Skills

  • Fraud Management
  • Interpret Relevant Laws, Rules, and Regulations
  • Problem Solving
  • Quality Assurance
  • Risk Management
  • Adaptability
  • Customer and Client Focus
  • Prioritization
  • Result Orientation
  • Written Communications
1st shift (United States of America)