Account Management Operations Representative
| Company | Bank of America |
|---|---|
| Location | Tampa, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Oral and Written Communications
- Account Management
- Customer and Client Focus
- Collaboration
- Research
- Attention to Detail
- Recording/Organizing Information
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 documentation
Preferred Qualifications
- Experience with brokerage account operations and systems
- 1+ year(s) of Legal Document Review (not required)
- Proficient with Microsoft Office, Outlook, Word and Excel
- Ability to manipulate data using spreadsheets and other similar desktop applications
- Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
- Experience, knowledge of or studies related to Finance or Accounting
- An understanding of technology and the ability to incorporate that understanding into process improvements