Bank of America - New York, NY
posted 4 days ago
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 a diverse and 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. 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 conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients, opening, maintaining, and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients' needs.
Responsibilities
- Improves and simplifies the client experience, reducing manual touchpoints
- Ensures transactions are completed in an accurate and timely manner, managing escalations as needed
- Supports the preparation of frequent reports and other measures of data
- Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
- Identifies and flags potential risks in a timely manner
- Primary point of contact for client inquiries and problem resolution
- Act as a point of escalation for core operations teams within F&C client service as well as the broader organization
- Daily monitoring of client activity across multiple markets managing risk and servicing clients daily needs
- Drive operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
- Client visits and meetings as required
- Metric reporting and analysis
Requirements
- 10+ Years of experience, preferably in a client service or middle office operations capacity
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure individually and in a team environment
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
- Self-motivated
- DTC, Euroclear and EMEA/APAC local market settlements knowledge a huge plus.
Nice-to-haves
- Active Listening
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Client Management
- Prioritization
- Adaptability
- Critical Thinking
- Innovative Thinking
- Relationship Building
