Job Description:
Job Title: Client Services Representative – Futures, Options & Clearing
Corporate Title: Officer
Location: Chester
Company Overview:
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.
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.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact. Join us!
Role Description:
Are you an ambitious, detail-oriented individual looking to launch your career in financial services? We’re looking for a motivated Client Services Representative to join our Futures & Options and Clearing Client Services team.
This job is responsible for conducting day-to-day client activities with the objective to foster positive client experiences. Key responsibilities include performing set-up and maintenance of client information and accounts, ensuring transactions are completed accurately adhering to deadlines, and addressing or resolving client inquiries. Job expectations include being client oriented and data driven, performing with a high degree of accuracy and attention to detail, while ensuring all account activities are in compliance with all regulations, policies, and requirements.
This is an exciting opportunity to develop expertise in financial markets, build solid client relationships, and work alongside experienced professionals in a collaborative and fast-paced environment.
Responsibilities Include:
* Assists with set-up and onboarding for new clients, expanding client relationships, and offboarding clients
* Conducts daily monitoring of client activity across multiple markets and lines of business
* Serves as a primary point of contact for client inquiries and problem resolution
* Ensures transactions are completed accurately within a timely manner and before deadlines
* Assists in the preparation of frequent reports and other measures of data
* Interacts positively and effectively with all levels of management and associates
* Identifies and flags potential risks in a timely manner
What we are looking for:
* Customer and Client focus
* Ability to work in a fast-paced environment and prioritize and multi-task under pressure
* Excellent attention to detail
* Excellent communicator as the function entails frequent interaction with business partners and clients
* Client Management Experience
* Experience working in a global environment with outsourced partners
* Evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion
Benefits of working at Bank of America UK:
* Private healthcare for you and your family plus an annual health screen
* Competitive pension plan, life assurance, and group income protection cover
* 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
* Flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
* Access to an emotional wellbeing helpline, mental health first aiders, and virtual GP services
* Ability to donate to charities of your choice directly through payroll
* Opportunity to access our Arts & Culture corporate membership programme
* Opportunity to give back to your community by volunteering in your local area
Bank of America:
Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mindset are the cornerstones of our Code of Conduct.
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
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