11 hours

Senior Operations Representative, Managed Accounts Processing and Services

Bank of America
Jacksonville, FL
  • Job Code
Company Bank of America

Job Title Senior Operations Representative, Managed Accounts Processing and Services

Jobid bankofamerica-17071352JacksonvilleFL

Location: Jacksonville, FL, 32232, USA

Description **Job Description:**

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: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. 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.

Bank of America/Merrill Lynch currently has openings for motivated individuals to join our Managed Products team. The role provides operational support to branch offices for the Merrill Lynch Investment Advisory Program in a fast paced and ever changing inbound call center environment. The Investment Advisory Program is a comprehensive investment solution that supports client’s goals and provides the ongoing advice and guidance of a Financial Advisor. The Senior Operations Representative will be responsible for ensuring that all tools and training are provided to the branch offices using the highest level of customer service. Operational inquiries from the branch offices are in relation to the entire life cycle of an account in the Program including: enrollment, maintenance, trade support, billing, and termination. The Senior Operations Representative may also assist with training for less experienced team members. The initial training consists of 2 weeks of classroom training and 4 weeks of on the job training. This is not a sales position and we will provide all the managed product knowledge you will need to be successful in this role. If you are ready to begin you career in an exciting and growing industry, please apply below.

**Specific responsibilities include:**

+ Providing operational support via an inbound service line

+ Researching complex inquiries from branch offices

+ Other duties and projects as assigned

**Required skills:**

+ Positive attitude

+ Strong interpersonal skills

+ Excellent oral and written communication skills

+ Self-motivated

+ Organized with strong time management skills

+ Strong desire to succeed

+ 1+ years’ experience in financial services industry

+ Problem solving capabilities

+ Adept to client service, flexible, and adaptable

+ Detail oriented

+ Experience with Microsoft Office Products (Word, Excel, PowerPoint, Outlook)

**Posting Date** : 10/20/2017

**Location** :

Jacksonville, FL, JACKSONVILLE 1, 4800 DEER LAKE DR E,

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Weekly Schedule** : Monday - Friday , 8:00 AM - 5:00 PM

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Senior Operations Representative, Managed Accounts Processing and Services

Bank of America
Jacksonville, FL

Share this job

Senior Operations Representative, Managed Accounts Processing and Services

Bank of America
Jacksonville, FL

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