About the position
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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
- Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products
- Analysis of received data to ensure system supportability
- Data entry to add products to the proprietary platform
- Quality review of data entered
- Testing of system enhancements based upon business initiatives
- Frequent communication with internal and external business partners
- Assist with project work as needed
Requirements
- Proven history of effective ownership and accuracy with an emphasis on attention to detail
- Intellectually curious with a desire to identify and implement innovative solutions
- Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment
- Ability to think critically while effectively managing and finding resolutions to complex situations independently
- Acts proactively to identify, control, and mitigate risks
- Excellent follow-up and organizational skills
- Provide outstanding personalized service and exhibit professionalism in all situations
- Proficient in Microsoft Office Suite with a strong background in Excel
Nice-to-haves
- Knowledge of Alternative Investments
