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:
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

Skills:

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

LOB 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. Within WMO, the Investment Information Management teams receives, maintains and manages various types of investment information used for processes and activities across Merrill and Private Bank. This includes information such as investment prices, client identification data, dividends, interpreting client documents and reviewing performance data.

A successful Information Management Analyst on this team may be required to:

Obtain, record and validate data.Understand various investment products and the various platforms on which they are supported.Research and resolve data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed.Collaborate with internal partners on investment information dependencies and impacts.Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units

Required Skills:

Attention to DetailAnalytical ThinkingProblem SolvingResearchResult Orientation

Shift:

1st shift (United States of America)

Hours Per Week: 

40