Bank Of America Transaction Management Operations Analyst 

United States, Florida, Jacksonville 

102688226

This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

​Provides post-secondary Fixed Income, Equity & Option trade support for Wealth Management branches, Edge and Investment Solutions Group. Serves as intermediary between trading desks in New York & Chicago and North American advisory branches and Edge call centers.

include-

• Supporting the 99-Markets call center line
• Email inquiries for Equities, Options & Fixed Income financial products
• Provides trade reporting support, including several trade reports that are sent out each day
• Trade booking and research of reconciliation breaks
• Handling of Trading Rejects & Exceptions each day. This includes cancelling and adjusting of some orders
• Cross training on financial investment products and how to support them

Required Skills:

• Excel, Word, Outlook, Communication, Attention to Detail, Phone & Service Minded skillset

Desired Skills:

• Knowledge of financial markets​

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

1st shift (United States of America)