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 procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Reviews and approves required account documentation
Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
Maintains knowledge of operational processes and assists in training less experienced team members
Skills:
Account Management
Attention to Detail
Customer and Client Focus
Written Communications
Analytical Thinking
Oral Communications
Prioritization
Problem Solving
Collaboration
Recording/Organizing Information
Research
Result 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, Investment Information Management teams execute manual processes and monitor automated processes to accurately receive and manage investment information such as updating prices and dividends, monitoring investment performance accuracy, and validating client data. Performance accuracy measures the automatic generated rates of return on client accounts to ensure the return accurately represents how the client's holdings have performed.
Job Description
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst within Merrill Private Wealth Performance Operations team. The Information Management Analyst is responsible for assisting with client onboarding into the Merrill Private Wealth performance platform, reviewing performance data and returns within the performance platform, and providing support to Private Wealth Advisor’s and their Team’s.
Required Skills:
Complete client onboarding activities for performance platforms
Review and validate performance data and returns on performance platforms
Supports Private Wealth Branch Office network inquiries
Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
Maintains knowledge of operational processes and assists in training less experienced team members
Desired Skills:
Effective Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Organized
Risk Management
Microsoft Excel
Microsoft Outlook
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)
Pay and benefits information
Pay range
$25.00 - $38.71 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.