GWIM Sr Operations Rep

Company: Disability Solutions
Location: Jacksonville
Posted on: May 9, 2024

Job Description:

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.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.Responsibilities:

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distributionSkills:
  • Business Operations Management
  • Customer Service Management
  • Prioritization
  • Reporting
  • Trade Operations Management
  • Data Collection and Entry
  • Data and Trend Analysis
  • Organizational Effectiveness
  • Process Management
  • Quality Assurance
  • Customer and Client Focus
  • Oral Communications
  • Research Analysis
  • Written CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentRequired BackgroundMust be a current Year Up intern with Bank of AmericaShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Jacksonville , GWIM Sr Operations Rep, Other , Jacksonville, Florida