Account Onboarding & Maintenance Analyst

Bank of America; Pennington (NJ); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Employee resources and support

Job summary

Bank of America is seeking an onboarding specialist to support Merrill Wealth Management brokerage accounts. You will process new accounts, validate documentation, and ensure timely updates while collaborating with internal partners for quality service.

Ideal candidates have 1+ year of experience, strong communication skills, and the ability to handle a high-volume workload. The role is on-site with 40 hours per week, in the United States time zone.

Qualifications

• Minimum 1 year of experience supporting Merrill Wealth Management brokerage accounts in service or operations.
• Experience with high-volume personal caseloads and 48-hour turnaround targets.
• Ability to resolve routine exceptions within guidelines and escalate when needed.
• Strong written and verbal communication for internal partner interaction.
• Flexibility to work 8:00 AM–6:00 PM, Monday–Friday.

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation by validating items for good order, and completing required updates
• Reviews and approves required account documentation by approving or completing cases and obtaining legal review or approved exceptions when needed
• Performs moderate levels of research, follow‑up and resolution of more complex routine research requests
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by executing control reports and storing required evidence
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing status updates, returning items for missing information, and confirming when requests are completed
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational

Skills

Account Management

Customer Focus

Oral Communication

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Record Information

Result Orientation

Numerical Reasoning

Job description

Bank of America is seeking an onboarding specialist to support Merrill Wealth Management brokerage accounts. You will process new accounts, validate documentation, and ensure timely updates while collaborating with internal partners for quality service.

Ideal candidates have 1+ year of experience, strong communication skills, and the ability to handle a high-volume workload. The role is on-site with 40 hours per week, in the United States time zone.