GWIM Entry Operations Representative

Bank of America
Published
September 11, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred

Job responsibilities:

  • Responsible for the processing of client instructed asset transfers either in to or out of US Trust custody.
  • Work closely with internal and external partners, including back office and front office contacts
  • Provide white glove customer service, ensuring the client’s instructions are processed in a timely and accurate manner
  • Liaison with internal partners to coordinate the resolution of various client issues relating to the transfer process
  • Provide testing support before and after new technology is released

Required skills:

  • Strong organization skills
  • Work independently as well as within a team
  • Ability to multi-task and meet deadlines
  • Excellent analytical/reconciliation and written/verbal communication skills
  • Highly motivated
  • Strong Microsoft Offices skills

Desired Skills:

  • Bachelor’s Degree
  • Asset Transfer Related Experience

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0 -->

Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred

Job responsibilities:

  • Responsible for the processing of client instructed asset transfers either in to or out of US Trust custody.
  • Work closely with internal and external partners, including back office and front office contacts
  • Provide white glove customer service, ensuring the client’s instructions are processed in a timely and accurate manner
  • Liaison with internal partners to coordinate the resolution of various client issues relating to the transfer process
  • Provide testing support before and after new technology is released

Required skills:

  • Strong organization skills
  • Work independently as well as within a team
  • Ability to multi-task and meet deadlines
  • Excellent analytical/reconciliation and written/verbal communication skills
  • Highly motivated
  • Strong Microsoft Offices skills

Desired Skills:

  • Bachelor’s Degree
  • Asset Transfer Related Experience

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0

Job Description:
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred

Job responsibilities:

  • Responsible for the processing of client instructed asset transfers either in to or out of US Trust custody.
  • Work closely with internal and external partners, including back office and front office contacts
  • Provide white glove customer service, ensuring the client’s instructions are processed in a timely and accurate manner
  • Liaison with internal partners to coordinate the resolution of various client issues relating to the transfer process
  • Provide testing support before and after new technology is released

Required skills:

  • Strong organization skills
  • Work independently as well as within a team
  • Ability to multi-task and meet deadlines
  • Excellent analytical/reconciliation and written/verbal communication skills
  • Highly motivated
  • Strong Microsoft Offices skills

Desired Skills:

  • Bachelor’s Degree
  • Asset Transfer Related Experience

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Apply
Drop files here browse files ...

Related Jobs

Senior to Lead .NET Engineer   Atlanta, GA new
September 21, 2021
September 21, 2021
Casual Package Handler (Non DOT)   Jacksonville, FL new
September 21, 2021
Courier/Swing Driver (DOT)   Jacksonville, FL new
September 21, 2021

Author: