Brokerage New Account Onboarding Specialist

Bank of America; Pennington (AL); On-site; USD 34,000 - 45,000; Full time

Job summary

Bank of America in Pennington, NJ is seeking an Investments New Account Support Operations Specialist to perform open brokerage account support, serving as the primary contact during the application process and handling ownership updates and complex service requests.

You will deliver exceptional client service, maintain operational discipline, and leverage Merrill systems to resolve inquiries, multi-task under high volume, and work with teammates to ensure accurate, timely responses and smooth

Qualifications

• Clear verbal communication with clients and quick rapport building.
• Ability to multitask and prioritize workload.
• Cooperative, professional work attitude.
• Capable of multitasking and working efficiently under stress and high volume.
• Excellent organizational and time management.
• Strong analytical, negotiation and problem solving.
• Attention to detail and follow through on assignments.
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge.

Responsibilities

• Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution.
• Demonstrate operational discipline while handling diverse operational functions.
• Fulfill critical client requests within prescribed policies and procedures.
• Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge.
• Experience verbally delivering information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence.
• Ability to multi‑task and independently prioritize workload.
• Demonstrate a cooperative and professional work attitude.
• Capable of multi‑tasking and working efficiently under stress and high volume.
• Excellent organizational and time management.
• Strong analytical, negotiation and problem solving.
• Attention to detail and follow through on assignments.
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge.
• Demonstrate excellent verbal, written and active listening.
• Understand and demonstrate cultural awareness, integrity and ability to work as part of a team.

Skills

Verbal communication

Multi-tasking

Teamwork

Time management

Analytical thinking

Problem solving

Attention to detail

Customer service

Professionalism

Active listening

Cultural awareness

Tools

Merrill systems

Job description

Bank of America in Pennington, NJ is seeking an Investments New Account Support Operations Specialist to perform open brokerage account support, serving as the primary contact during the application process and handling ownership updates and complex service requests.

You will deliver exceptional client service, maintain operational discipline, and leverage Merrill systems to resolve inquiries, multi-task under high volume, and work with teammates to ensure accurate, timely responses and smooth