Investments Account Maintenance Generalist

Back to search results Investments Account Maintenance Generalist Pennington, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description: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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:As an Investments Account Maintenance Generalist your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve . Generalists will also be expected to think analytically, use strong research Qualifications, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity. This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.Responsibilities:Processes transactions according to established procedures and prescribed processesDemonstrates operational discipline while handling routine and standard operational functionsCovers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entryAssists with phone calls, email boxes, and processing queuesRequired qualifications:Strong organizational and time management QualificationsAttention to detail and follow through on assignmentsAbility to multi-task and independently prioritize his/her workloadWork as sole contributor and as a team player as requiredStrong analytical and problem-solving QualificationsExcellent communication Qualifications-verbal and writtenDesired Qualifications:Customer Service and/or call center experience preferredKnowledge of Merrill systems, products and applicationsSkills:Account ManagementAdaptabilityCustomer and Client FocusData Collection and EntryProcess EffectivenessActive ListeningContinuous ImprovementCustomer Service ManagementData Quality ManagementResult OrientationAttention to DetailBusiness Operations ManagementBusiness Process AnalysisCritical ThinkingProcess ManagementShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26026231 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. New Jersey pay and benefits information New Jersey pay range: $25.00 - $27.85 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved