Accounts Onboarding & Operations Specialist

Bank of America; Pennington (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a detail-oriented operating professional to support onboarding and maintenance of client accounts, ensuring documentation accuracy and adherence to procedures. You'll interact with internal partners and clients to provide reliable service within a fast-paced environment.

The role emphasizes risk assessment, data validation, and effective communication. You may be onsite per policy, with a 40-hour workweek, and opportunities to contribute to process improvements in a

Qualifications

• Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work
• Experience identifying errors and working with partners to resolve issues
• Strong written and verbal communication skills for effective phone and email interaction with internal partners
• High attention to detail with the ability to consistently follow established procedures
• Experience using Microsoft Outlook for email
• Ability to work with and manipulate data using Microsoft Excel to track results
• Understanding of technology and the ability to apply that knowledge to process improvements

Responsibilities

• Reviews highly detailed documents or client account information for accuracy and completeness, identifies and resolves discrepancies, and approves or declines requests based on established guidelines and procedures
• Conducts risk assessments for each request type and applies appropriate risk mitigation steps in accordance with established guidelines and procedures
• Researches and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary
• Responds to internal business partner inquiries regarding errors or reporting through phone and email, and escalates complex issues to leadership as needed
• Manages a case load by prioritizing tasks according to due dates and other factors to ensure timely completion of work with significant support from a more tenured team member
• Understands the assigned portion of the end-to-end process, including process controls and associated risks
• Performs onboarding and maintenance activities for client accounts and reviews required account documentation
• Responds to client inquiries through multiple channels to support operational efficiency and quality service
• Performs basic research and follow-up to resolve routine requests
• Identifies potential issues in daily operational tasks and escalates risk concerns when appropriate
• Provides general operational support by assisting with routine tasks that help maintaining daily workflow and operational efficiency
• Reviews and approves required client account documentation

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Result Orientation

Numerical Reasoning

Job description

Bank of America is seeking a detail-oriented operating professional to support onboarding and maintenance of client accounts, ensuring documentation accuracy and adherence to procedures. You'll interact with internal partners and clients to provide reliable service within a fast-paced environment.

The role emphasizes risk assessment, data validation, and effective communication. You may be onsite per policy, with a 40-hour workweek, and opportunities to contribute to process improvements in a