Investments New Account Support Specialist at Bank of America

Chandler, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jul, 26

Salary

0.0

Posted On

05 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client service, Operational support, Problem solving, Analytical skills, Negotiation, Time management, Organizational skills, Verbal communication, Written communication, Active listening, Multi-tasking, Attention to detail, Cultural awareness, Integrity, Teamwork

Industry

Banking

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. 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: 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: As a Investments New Account Support Specialist, you will perform operational support for the opening of new Brokerage accounts, acting as the FSA and/or client’s single point of contact during the Brokerage account application process. Associates will also assist with matters including but not limited to: •Opening of banking products via phone •Updating ownership of existing Brokerage accounts •Completing complex service-related requests including document review Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions. The New Account Support Operations Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required. This person will be expected to: •Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution •Demonstrate operational discipline while handling diverse operational functions •Fulfill critical client requests within prescribed policies and procedures •Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge. •Experience verbally delivering information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence •Ability to multi-task and independently prioritize his/her workload •Demonstrate a cooperative and professional work attitude •Capable of multi-tasking and working efficiently under stress and high volume •Excellent organizational and time management •Strong analytical, negotiation and problem solving •Attention to detail and follow through on assignments •Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge •Demonstrate excellent verbal, written and active listening •Understand and demonstrate cultural awareness, integrity and ability to work as part of a team Required Qualifications •Experience verbally delivering information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence •Ability to multi-task and independently prioritize his/her workload •Demonstrate a cooperative and professional work attitude •Capable of multi-tasking and working efficiently under stress and high volume •Excellent organizational and time management •Strong analytical, negotiation and problem solving •Attention to detail and follow through on assignments •Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge •Demonstrate excellent verbal, written and active listening •Understand and demonstrate cultural awareness, integrity and ability to work as part of a team Desired Qualifications •Customer Service and/or call center experience preferred •Knowledge of Merrill systems, products and applications Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

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Responsibilities

The specialist provides operational support for opening new brokerage accounts and acts as a primary point of contact for clients. They also handle complex service requests, update account ownership, and assist with banking product inquiries via various communication channels.