Account Management Ops Representative

Company: Disability Solutions
Location: Jacksonville
Posted on: February 14, 2025

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. 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.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 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 OrientationGWIM Senior Operations Representative is responsible for providing first contact resolution for account and client on-boarding & maintenance processes. We partner with the Merrill Lynch Branch Office, predominately the Client Associate, the Retirement Benefits Contact Center and participants to assist them with establishing and maintaining brokerage accounts. This is accomplished through ensuring adherence to regulatory and compliance guidelines set-fourth by our governing bodies, including but not limited to the SEC, IRS, and FINRA. Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions.Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.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
    • Quick learner and self sufficient
    • Demonstrates initiative while working independentlyDesired Skills:
      • Knowledge of bank policies, procedures, and Core Values.Shift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Jacksonville , Account Management Ops Representative, Executive , Jacksonville, Florida