Account Management Ops Analyst
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 moderately complex activities to support institutional billing processes, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
Responsibilities:
* Performs billing processes to support invoicing of Mutual Fund companies.
* Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
* Reviews and approves required account documentation.
* Proactively identifies risk and opportunities for process improvement based on an understanding of the work impacts other operational units.
* Performs moderate levels of research, follow-up, and resolution of more complex routine research requests.
Skills:
* Account Management
* Customer and Client Focus
* Oral Communications
* Research
* Analytical Thinking
* Attention to Detail
* Collaboration
* Problem Solving
* Prioritization
* Recording/Organizing Information
* Result Orientation
Required Skills:
* Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines, and business objectives are met.
* General knowledge of accounting and financial reporting.
* Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives.
* Professional written and verbal communication skills.
* Demonstrates attention to detail.
* An understanding of technology and the ability to incorporate that understanding into process improvements.
* Ability to work independently while effectively managing and finding resolution to complex situations.
* Career-oriented teammate seeking to grow within the organization.
* 3 years of experience relating to reconciliation, billing, project management, trading, and/or managed products service support.
Desired Skills:
* Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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