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Bank Of America Information Management Analyst United States, Florida, Jacksonville 506986478
This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.
Responsibilities:
- Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
- Maintains knowledge of operational processes and assists in training less experienced team members
Line of Business Job Description:
Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters. This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment.
Responsibilities:
- Primary job functions include responding to all third party civil legal matters as assigned, which include, but not limited to subpoenas, garnishments, restraining orders, divorce decrees and IRS summonses.
Required Skills:
- Ability to handle multiple tasks, all with extreme attention to detail.
- Excellent organizational and communication (both written and verbal) skills are also a must.
- The ability to read and interpret litigation documentation and/or Legal's instructions for handling matters is required.
- Excellent follow-up skills and have a service mindset.
- Must also be able to independently resolve issues arising out of third-party requests in order to effectively manage a heavy caseload while expediting the process in a timely and efficient manner.
- Ability to research all items coming from internal or external sources using Merrill Lynch resources.
- Confidently handle outgoing phone calls to issuing attorneys
- Microsoft Word, Excel, and Access experience required.
- Availability for overtime as required during high volume time periods.
Desired Skills:
- Legal experience
- Six Sigma training/experience
Skills:
- Account Management
- Attention to Detail
- Customer and Client Focus
- Written Communications
- Analytical Thinking
- Oral Communications
- Prioritization
- Problem Solving
- Collaboration
- Recording/Organizing Information
- Research
- Result Orientation
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