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:
The Institutional Retirement Performance Operations - Information Management Analyst role supports the Merrill Institutional Consulting Line of Business within Workplace Benefits. The Information Management Analyst is responsible for assisting with client onboarding into the Merrill Institutional Consulting performance platforms, reviewing performance data and returns within the performance platforms, and providing support to the Merrill Institutional Consultants and their Team's.
Responsibilities:
- Complete client onboarding activities for performance platforms
- Review and validate performance data and returns on performance platforms
- Supports Merrill Institutional Consultant inquiries
- 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
Required Skills:
- General knowledge of investment products
- 1-2 years of operational experience
- Customer and Client Focus
- Written Communications
- Analytical Thinking
- Oral Communications
- Prioritization
- Problem Solving
- Collaboration
- Recording/Organizing Information
- Research
- Result Orientation
- Previous experience supporting investment products
- General knowledge of Single Process Inventory
Desired Skills:
- Previous experience supporting investment products
- General knowledge of Single Process Inventory
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