Experienced sales representative targeting Worcester/Bristol Counties in MA for disaster restoration services. Responsible for client engagement and on - site assessments during emergencies.
About the role
- Account Management Ops Analyst facilitating onboarding and maintenance of accounts at Bank of America. Providing operational support for internal business partners and external clients in the Wealth Management sector.
Responsibilities
- Performs onboarding and maintenance of accounts and reviewing required account documentation.
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
- Performs moderate levels of research, follow-up and resolution of more complex routine research requests
Requirements
- 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 (Operational hours are 8:00 AM – 6:00 PM)
- Quick learner and self sufficient
- Demonstrates initiative while working independently
- Experience with brokerage account operations and systems 1+ year(s) of Legal Document Review (not required)
- Proficient with Microsoft Office, Outlook, Word and Excel
- Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
- Experience, knowledge of or studies related to Finance or Accounting
- Understanding of complex account types (i.e., Guardianship, Estate, Trust, etc.)
- An understanding of technology and the ability to incorporate that understanding into process improvements
Benefits
- paid time off
- industry-leading benefits
- resources and support to employees to make a genuine impact
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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