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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
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Job Description:
This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.
Responsibilities:
- Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
- Maintains knowledge of operational processes and assists in training less experienced team members
Line of Business Job Description:
As part of Wealth Management Operations (WMO), Investment Information Management Organization, within Legal Operations team, this individual will be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion and ensuring that confidentiality of all requests is maintained. The candidate will serve as a liaison to branch personnel, and in-house and outside legal counsel. The associate should proactively identify process improvements and efficiencies related to third party workflow and technology.
Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters. This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment.
Responsibilities:
- Primary job functions include responding to all third party civil legal matters as assigned, which include, but not limited to subpoenas, garnishments, restraining orders, divorce decrees and IRS summonses.
Required Skills:
- Ability to handle multiple tasks, all with extreme attention to detail.
- Excellent organizational and communication (both written and verbal) skills are also a must.
- The ability to read and interpret litigation documentation and/or Legal's instructions for handling matters is required.
- Excellent follow-up skills and have a service mindset.
- Must also be able to independently resolve issues arising out of third-party requests in order to effectively manage a heavy caseload while expediting the process in a timely and efficient manner.
- Ability to research all items coming from internal or external sources using Merrill Lynch resources.
- Confidently handle outgoing phone calls to issuing attorneys
- Microsoft Word, Excel, and Access experience required.
- Availability for overtime as required during high volume time periods.
Desired Skills:
- Legal experience
- Six Sigma training/experience
Skills:
- Account Management
- Attention to Detail
- Customer and Client Focus
- Written Communications
- Analytical Thinking
- Oral Communications
- Prioritization
- Problem Solving
- Collaboration
- Recording/Organizing Information
- Research
- Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40