Bank Of America Information Management Analyst 

United States, Florida, Jacksonville 

439127799

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.

This includes:

• Project planning and scoping:
  • Project initiation
  • Planning & timing of communication and payments
  • Execution of payments
  • Project closure evidence
• Data-mining to determine current & former client status
• Calculation of interest and tax withholding based on guidance received from Global Tax Policy
• Client communications
• Payment execution
• Project status updates to senior management, audit and/or outside business units
• Post-check delivery activities (i.e. undeliverable checks, stale dated checks, check reissues and escheatment, year-end tax reporting activities).

Required Skills

• Ability to research all items coming from internal or external sources using Merrill Lynch resources.
• Confidently handle outgoing phone calls to issuing attorneys.
• Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position.
• Microsoft Word, Excel, and Access experience required.
• Availability for overtime as required during high volume time periods.

Desired Skills:

• Legal experience a plus.
• Six Sigma training/experience preferred.

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

1st shift (United States of America)