Accounts Onboarding & Operations Specialist

Bank of America; Jacksonville (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is seeking a detail‑oriented Operations Associate to support onboarding and maintenance of client accounts. You will verify documents, assess risk, and coordinate with internal partners to ensure timely processing.

The role emphasizes accuracy, adherence to procedures, and strong written and verbal communication to assist bankers and clients in a fast‑paced environment.

Qualifications

• Experience in operations, banking, or customer service, 6 months or more.
• Basic understanding of account opening policies and processes.
• Ability to resolve data inconsistencies in complex documents.

Responsibilities

• Onboard or maintain client accounts follow guidelines.
• Verify documentation accuracy and assess risk as needed.
• Resolve data errors with support when required.
• Respond to partner inquiries by email; escalate when needed.
• Manage cases and prioritize by due dates for prompt completion.
• Understand end-to-end process flow and how tasks connect locally.

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Result Orientation

Job description

Bank of America is seeking a detail‑oriented Operations Associate to support onboarding and maintenance of client accounts. You will verify documents, assess risk, and coordinate with internal partners to ensure timely processing.

The role emphasizes accuracy, adherence to procedures, and strong written and verbal communication to assist bankers and clients in a fast‑paced environment.