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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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

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

Line of Business Job Description:

The Data Feed Enablement team is part of the WMO Business Strategy & Transformation organization. The primary focus of the team is to provide operations support for multiple data feed applications supporting Merrill Wealth Management and Bank of America Private Bank. Key priorities for the team are providing daily operations processing, data transmission setup and ad-hoc research requests regarding the data sent. The data transmissions the team helps the firm meet regulatory obligations as well as provide transactions, holdings and reconciliation data to data aggregators and interested parties so they may create customized reporting for client needs. The individual will work with their team mates on daily operations processing, meeting internal deadlines, setting up new transmissions and researching inquiries into the data contents of the transmission. As part of the responsibilities of the role, the teammate will develop business partner relationships with internal and external clients (Merrill and Private Bank Advisors/Associates and other external clients), Operations, Technology and Control Partners. Throughout the tenure of the role, the teammate should gain exposure and acumen in wholistic process management and take ownership in building relationships with the clients the process supports.

Required Qualifications:

• Strong analytical / problem solving skills; Provides comprehensive solutions to complex problems or needs.
• Excellent written and oral communication skills
• Ability to interact with all levels of management and complete deliverables independently or collaboratively.
• MS Office Proficiency (Excel, Power Point, and Word).

Desired Qualifications:

• Self-motivated with the ability to work independently and within a team.
• Strong organizational skills and the ability to handle multiple tasks and deadlines simultaneously.
• Experience collaborating with multiple stakeholders.
• Experience managing multiple Requests at the same time from varying sources
• Familiarity working with data files in varying formats

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:
1st shift (United States of America)

Hours Per Week:
40