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Bank Of America GWIM Senior Operations Representative United States, Florida, Jacksonville 707570340
This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.
Responsibilities:
Performs standard transaction processing and reconciliation according to the established guidelines and procedures
Responds to client inquiries through numerous channels to support operational efficiency and quality client service
Performs basic research, follow-ups, and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
The GWIM Senior Operations Representative role within the Asset Transition Services (ATS) team is responsible for managing the timely and seamless movement of assets between Merrill and other outside brokerage firms. ATS supports both domestic and offshore transfers, providing daily updates to the field. The position supports various asset types including equities, fixed income products, options, mutual funds, annuities, and alternative investments. It is essential that associates in this position ensure that branch office and client satisfaction is maintained. Additionally, this role has relationship management responsibility for partnership with Service Network (Client Care),Settlements, and various other operational areas within Wealth ManagementOperations (WMO).
Required Skills:
Oral and Written Communication
Critical Thinking
Time Management
Microsoft Excel
Microsoft Outlook
Desired Skills:
Problem Solving
Ability to multitask
Ability to work under tight deadlines
Skills:
- Business Operations Management
- Customer Service Management
- Prioritization
- Reporting
- Trade Operations Management
- Data Collection and Entry
- Data and Trend Analysis
- Organizational Effectiveness
- Process Management
- Quality Assurance
- Customer and Client Focus
- Oral Communications
- Research Analysis
- Written Communications
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