Investments New Account Support Specialist

Chandler, TX - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:

As a Investments New Account Support Specialist you will perform operational support for the opening of new Brokerage accounts acting as the FSA and/or clients single point of contact during the Brokerage account application process. Associates will also assist with matters including but not limited to:

Opening of banking products via phone

Updating ownership of existing Brokerage accounts

Completing complex service-related requests including document review

Associate will fulfill these requests through phone paper email or online mediums and may compile and deliver new client welcome packages and other fulfillment functions.

The New Account Support Operations Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients gathering additional information and setting expectations to fulfill the request. They also provide ongoing operational support where required. This person will be expected to:

Provide exceptional client service and operational support to Merrill clients and internal partners including point of contact resolution

Demonstrate operational discipline while handling diverse operational functions

Fulfill critical client requests within prescribed policies and procedures

Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge.

Experience verbally delivering information clearly concisely and understandable to the client while quickly establishing rapport and exuding positivity and confidence

Ability to multi-task and independently prioritize his/her workload

Demonstrate a cooperative and professional work attitude

Capable of multi-tasking and working efficiently under stress and high volume

Excellent organizational and time management

Strong analytical negotiation and problem solving

Attention to detail and follow through on assignments

Deliver high quality partner support stressing partner/client needs problem resolution and service/product knowledge

Demonstrate excellent verbal written and active listening

Understand and demonstrate cultural awareness integrity and ability to work as part of a team

Required Qualifications

Experience verbally delivering information clearly concisely and understandable to the client while quickly establishing rapport and exuding positivity and confidence

Ability to multi-task and independently prioritize his/her workload

Demonstrate a cooperative and professional work attitude

Capable of multi-tasking and working efficiently under stress and high volume

Excellent organizational and time management

Strong analytical negotiation and problem solving

Attention to detail and follow through on assignments

Deliver high quality partner support stressing partner/client needs problem resolution and service/product knowledge

Demonstrate excellent verbal written and active listening

Understand and demonstrate cultural awareness integrity and ability to work as part of a team

Desired Qualifications

Customer Service and/or call center experience preferred

Knowledge of Merrill systems products and applications

Shift:

1st shift (United States of America)

Hours Per Week:

Required Experience:

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...