Client Servicing Specialist

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. Responsible Growth is how we run our company and how we deliver for our clients teammates communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical emotional and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn grow and make an impact along with the power to make a difference. Join us!

Job Description:

This job is responsible for conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding servicing and offboarding clients opening maintaining and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients needs.

Line of Business Job Description:

Equity Prime Brokerage Client Services.

Responsibilities:

• Improves and simplifies the client experience reducing manual touchpoints
• Ensures transactions are completed in an accurate and timely manner managing escalations as needed
• Supports the preparation of frequent reports and other measures of data
• Drives operational initiatives both internally across the organization and with clients to drive efficiencies increase revenues and reduce risk
• Identifies and flags potential risks in a timely manner

Required Skills:

-Knowledge of Equity Prime Brokerage and Finance and Clearing experience

-Timely response to client queries regarding trade breaks Asset transfers Margin disputes Corp Actions Box Positions SL charges etc..

-Develop strong rapport with front line units and business partners

-Presentable confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner

-Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Desired Skills :

-Preferred 2 or more years of Equity Prime Brokerage and Finance and Clearing experience

Skills:

• Active Listening
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Client Management
• Prioritization
• Adaptability
• Critical Thinking
• Innovative Thinking
• Relationship Building

Shift:

Hours Per Week:

Pay Transparency details