Brokerage Account Onboarding & Operations Specialist

Bank of America; Pennington (NJ); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Paid time off

Benefits eligibility

Job summary

Bank of America is seeking a detail-oriented Onboarding and Maintenance Specialist to support the creation, onboarding, and maintenance of brokerage accounts. You will interact with internal partners and external clients, ensuring timely updates within a fast-paced 48-hour window.

The role emphasizes strong communication, high-volume processing, and adherence to guidelines while escalating complex issues to leadership as needed. In-office expectation applies with role-specific flexibility.

Qualifications

• Minimum of 1 year of experience supporting brokerage accounts or clients in operations, client service, customer service, or related environment.
• Experience managing a high‑volume personal caseload, prioritizing work to consistently meet 48‑hour turnaround times.
• Ability to apply judgment within established guidelines to resolve routine exceptions while keeping risk awareness and escalating issues appropriately.
• Strong written and verbal communication skills for effective phone and email interaction with internal partners.
• Ability to be flexible within the hours of 8:00 AM – 6:00 PM Monday through Friday.

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation by reviewing requests for completeness and processing account openings or maintenance updates.
• Reviews and approves required account documentation by confirming documentation, obtaining required approvals or exceptions, and completing account requests.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service by providing status updates and communicating request decisions or outstanding requirements.
• Performs basic research, follow‑up and resolution of routine research requests by researching processing errors, resolving exceptions, and completing corrective actions.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate by understanding the up and downstream workflow.
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution by distributing client correspondence, keeping records, and storing required evidence.
• 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 Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Result Orientation

Numerical Reasoning

Tools

SRP Service Request Portal

Job description

Bank of America is seeking a detail-oriented Onboarding and Maintenance Specialist to support the creation, onboarding, and maintenance of brokerage accounts. You will interact with internal partners and external clients, ensuring timely updates within a fast-paced 48-hour window.

The role emphasizes strong communication, high-volume processing, and adherence to guidelines while escalating complex issues to leadership as needed. In-office expectation applies with role-specific flexibility.