Bank of America
Bank of America
„Bank of America“ yra pasaulinė finansų įstaiga, veikianti bankininkystės, finansų ir finansinių technologijų srityse. Jos paslaugos apima asmeninę bankininkystę, paramą mažosioms įmonėms, turto valdymą, investicines paslaugas ir galimybę privatiems asmenims, įmonėms bei institucijoms pasiekti kapitalo rinkas. Įmonė taip pat daug dėmesio skiria atsakingam augimui, kurį skatina tvarus finansavimas, įvairovės iniciatyvos ir bendruomenių plėtros programos.

Account Management Operations Analyst, Merrill Onboarding and Maintenance

Process onboarding and maintenance requests for Merrill brokerage accounts, reviewing documents and resolving exceptions. Support high-volume client operations and account servicing.

Aprašymas

  • Support account setup, onboarding, and maintenance in line with established procedures.
  • Deliver operations support to internal partners and external clients.
  • Help train newer team members.
  • Review documents, verify requirements, and process account changes and client communications.
  • Check documentation for completeness and make required updates.
  • Approve or complete cases, seeking legal review or authorized exceptions when required.
  • Investigate and resolve complex routine requests through follow-up.
  • Run control reports, retain supporting evidence, and flag opportunities to improve processes.
  • Handle client questions by phone, email, and other channels.
  • Share request updates, return incomplete submissions for missing information, and confirm when work is complete.
  • Understand end-to-end workflows, controls, risks, and upstream and downstream effects.

Reikalavimai

  • At least one year supporting Merrill Wealth Management brokerage accounts in a service or operations role.
  • Experience handling a high-volume personal caseload while meeting 48-hour turnaround targets consistently.
  • Use sound judgment within established procedures to resolve routine exceptions, remain alert to risk, and escalate issues when appropriate.
  • Strong written and spoken communication skills for phone and email interactions with internal partners.
  • Availability to work Monday through Friday within the hours of 8:00 AM to 6:00 PM.
  • At least one year reviewing legal or tax documents.
  • Experience with the Service Request Portal (SRP).

Privalumai

  • Eligible for benefits.
  • Paid time off.
  • Employee resources and support.
  • An in-office environment that encourages collaboration, engagement, and career development.
  • Opportunities to learn, develop, and contribute.

Susiję darbai

Southwire Company

Inside Sales Representative, OEM Accounts at Southwire

Southwire Company
5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasEnergetikaGamybaStatyba

Support Southwire’s international OEM accounts by managing quotes, orders, customer questions, and sales opportunities. This full-time, on-site role is based in the United States.

Atidaryti
AT&T

AT&T Field Sales Representative, Decatur

AT&T

Bring AT&T products and services to customers at home through tailored consultations and hands-on demonstrations. Assess Wi-Fi, address customer issues, and connect with existing customers and warm prospects to close sales.

Atidaryti
Softcard (acquired by Google)

Store Sales Representative

Softcard (acquired by Google)

Grow sales and customer relationships at a NAPA Auto Parts store by promoting automotive products, developing local leads, and supporting wholesale customers. Partner with the Store Manager and manufacturer representatives to expand product knowledge and improve customer satisfaction.

Atidaryti