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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Line of Business Job Description:
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
Skills:
- Account Management
- Attention to Detail
- Customer and Client Focus
- Written Communications
- Analytical Thinking
- Oral Communications
- Prioritization
- Problem Solving
- Collaboration
- Recording/Organizing Information
- Research
- Result Orientation
Business Description:
As part of Wealth Management Operations Client Data Governance this individual will be responsible for supporting new and ongoing efforts impacting client data. This support will include validation of data fixes supporting current processes, as well as historical data on production fix changes or project implementation. This includes completion of in-depth analysis, updates, and reporting related to data cleanup efforts for larger strategic initiatives.
This individual may work closely with other Wealth Management Operations teams, the Line of Business, branch offices, and technology partners to support in depth analysis for ongoing data quality to ensure the integrity of Global Wealth Management data is maintained. This will include the coordination of work among team members to review various spreadsheets containing data quality action items and review the remediation of those data discrepancies that have been identified. This associate will work closely with the team manager to coordinate Data Strategy/Remediation Work Sessions and coordinate the reporting and research necessary for the GWIM Data Management and Controls Governance process.
Required Skills:
- Knowledge of Client and Account data
- Excellent communication skills - ability to interact with various band levels
- Ability to learn data concepts
- Strong analytical skills
- Strong relationship building skills
- Ability to quickly and effectively react to changes in project/program scope, direction and responsibilities
- Strong problem resolution skills
- Ability to work within an environment with a variety of opinions and priorities and be able to get to a resolution and agreement
- Ability to multi task
- Organized with the ability to prioritize
- Self-motivated
- Microsoft Office skills
- Previous project experience is a plus
- Experience with Client and account data
- Proficient with Microsoft Excel
- College Degree Strongly Preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
