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 a diverse and 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:
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 proceduresResponds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client serviceReviews and approves required account documentationIdentifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational unitsMaintains knowledge of operational processes and assists in training less experienced team members

Line of Business Job Description:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.  

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst within Wealth Management Performance Operations group. This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network.   

Responsibilities:

Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standardsSupports inquiries and requests received from the line of business in a timely mannerEvaluates efficiencies and identifies areas of improvement and growth to the overall processEnsures all assigned daily initiatives, deliverables, and events are completed timely and accuratelySupports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparationReviews and updates procedures as needed to ensure they are accurate and up to dateAdhering to record retention guidelines and standards

Required Skills:

Ability to work well with internal and external team partnersAble to manage workload during high volume periodsStrong written and verbal communication skillsStrict attention to detail and accuracyMust be available to work extended hours during periods of high volume.Excellent organization skills; ability to prioritize and handle multiple tasks independentlyProficient PC skills, including Microsoft Excel and Outlook

Desired Skills:

Investment Performance Reporting ExperiencePrior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities.Process EfficiencyOral CommunicationWritten CommunicationCritical ThinkingData AnalysisResearchProblem SolvingMultitaskingCollaboratingPresentation SkillsRisk ManagementMicrosoft ExcelMicrosoft Outlook

Skills:

Account ManagementAttention to DetailCustomer and Client FocusWritten CommunicationsAnalytical ThinkingOral CommunicationsPrioritizationProblem SolvingCollaborationRecording/Organizing InformationResearchResult Orientation

Shift:

1st shift (United States of America)

Hours Per Week: 

40