Sr. Operations Specialist - Registered New Account Support Specialist - Bank of America

Job Details

Full-time

Benefits

Referral program

Qualifications

Series 7
Analysis skills
Customer service
Negotiation
Series 66

Full Job Description

Job Description:
As a Sr. Operations Specialist - 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 client’s 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 client’s 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

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