1+ months

Consumer Investments Reg New Account Support Specialist

Chandler, AZ 85286
Consumer Investments Reg New Account Support Specialist



Chandler, Arizona;Hunt Valley, Maryland



**Job Description:**



As a **_Registered New Account Support Specialist_** , you will perform end-to-end client service and operational support for the opening of new accounts, acting as the clients single point of contact during their onboarding. Associates will also assist with matters including but not limited to:



+ Funding new or existing accounts,

+ Updating ownership of existing accounts, and

+ Completing complex service related requests



Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions.



The New Account Support Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required. This person will be expected to:



+ Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution

+ Demonstrate operational discipline while handling diverse operational functions

+ Fulfill critical client requests within prescribed policies and procedures

+ Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge



**_Required Skills:_**



+ Series 7 and 66 licenses required

+ Strong client service skills

+ Ability to multi-task and independently prioritize his/her workload

+ Demonstrate a cooperative and professional work attitude

+ Capable of multi-tasking and working efficiently under stress and high volume

+ Excellent organizational and time management skills

+ Teamwork skills

+ Strong analytical, negotiation and problem solving skills

+ Attention to detail and follow through on assignments

+ Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge

+ Demonstrate excellent verbal, written and listening skills

+ Understand and demonstrate cultural awareness, integrity and ability to work as part of a team



**_Desired Skills:_**



+ Customer Service and/or call center experience preferred

+ Knowledge of Merrill systems, products and applications



_Enterprise Job Description:_



Perform end-to-end client service and operational support for the opening of new accounts, being the clients single point of contact during their onboarding. Associate will fulfill new account opening requests through phone, paper or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions. Associates will assist new and existing clients with issues including but not limited to funding accounts and complex service related issues (i.e. trust conversions). Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations to fulfill the request. Provide ongoing operational support, where required.



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



As a **_Registered New Account Support Specialist_** , you will perform end-to-end client service and operational support for the opening of new accounts, acting as the clients single point of contact during their onboarding. Associates will also assist with matters including but not limited to:



+ Funding new or existing accounts,

+ Updating ownership of existing accounts, and

+ Completing complex service related requests



Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions.



The New Account Support Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required. This person will be expected to:



+ Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution

+ Demonstrate operational discipline while handling diverse operational functions

+ Fulfill critical client requests within prescribed policies and procedures

+ Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge



**_Required Skills:_**



+ Series 7 and 66 licenses required

+ Strong client service skills

+ Ability to multi-task and independently prioritize his/her workload

+ Demonstrate a cooperative and professional work attitude

+ Capable of multi-tasking and working efficiently under stress and high volume

+ Excellent organizational and time management skills

+ Teamwork skills

+ Strong analytical, negotiation and problem solving skills

+ Attention to detail and follow through on assignments

+ Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge

+ Demonstrate excellent verbal, written and listening skills

+ Understand and demonstrate cultural awareness, integrity and ability to work as part of a team



**_Desired Skills:_**



+ Customer Service and/or call center experience preferred

+ Knowledge of Merrill systems, products and applications



_Enterprise Job Description:_



Perform end-to-end client service and operational support for the opening of new accounts, being the clients single point of contact during their onboarding. Associate will fulfill new account opening requests through phone, paper or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions. Associates will assist new and existing clients with issues including but not limited to funding accounts and complex service related issues (i.e. trust conversions). Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations to fulfill the request. Provide ongoing operational support, where required.



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-22004256



Band: H6



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



PAYAL PATEL



Referral Bonus:



0



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2022-02-22 Expires: 2022-12-30

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Consumer Investments Reg New Account Support Specialist

Bank of America
Chandler, AZ 85286

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