Bank Of America Team Member 

India, Haryana, Gurugram 

181561208

Process Overview*

Merrill Onboarding and Maintenance checks regulatory and compliance requirement for account opening and maintenance documents for business and retail accounts for wealth management services and features. Team provides operational support to the Branch Offices for MLPF&S brokerage account products via email & IM and ensure all the documents are compliant.

Job Description*

Individual will perform as a contributing member to drive productivity and error free environment. Associate will be responsible to convey correct and appropriate information to the branch for any missing and incorrect information on the document related to brokerage account opening and maintenance for Merrill Lynch clients. A first time resolution is expected from an associate while processing/reviewing the documents and responding to clients for better Client Experience.

Responsibilities*

 Responsible for the reviewing completeness and accuracy of numerous account opening and maintenance documents for various individual, joint, custodial and trust accounts.

 Communication to Branch Office detailing why the documents was returned and resolution on action taken via email to CAs & FAs.

Requirements*

Graduate ( Preferably B.Com Graduate)

Certifications If Any

Experience Range*

Up to one year

Foundational skills*

Banking Domain . Investment banking and Wealth Management

Desired skills

 Good written & communication skills in English

 Willing to work in night shifts shift.

 Reasonable Analytical Skills

Work Timings*

05:30 pm - 02:30 am IST ( Fixed)