Account Management Ops Representative

Company: Disability Solutions
Location: Pennington
Posted on: October 9, 2024

Job Description:

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. We're 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 standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.Responsibilities:

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentationSkills:
  • Account Management
  • Customer and Client Focus
  • Oral Communications
  • Research
  • Attention to Detail
  • Collaboration
  • Written Communications
  • Prioritization
  • Recording/Organizing Information
  • Result OrientationMerrill Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Representative will provide support to the branch office. Team functions include documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items. Responsibilities include:
    • Respond to phone calls on the internal line.
    • Work cases in SRP and ASAP
    • Review documentation for completeness and accuracy
    • Decision cases while putting the client and branch office in the forefront while managing risk. Required Skills:
      • Proven decision-making skills, and the ability to effectively manage risk.
      • Proven track record delivering for internal and/or external clients.
      • Strong organizational and teamwork skills
      • Results oriented; driven and ambitious.
      • Must be flexible with schedule (Operational hours are 8:00 AM - 6:30 PM)
      • Quick learner and self sufficient
      • Demonstrates initiative while working independentlyDesired Skills:
        • Experience with brokerage account operations and systemsShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Westport , Account Management Ops Representative, Executive , Pennington, Connecticut