Brokerage Onboarding & Accounts Specialist

Bank of America; Jacksonville (FL); Sur place; USD 34 000 - 37 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Paid time off

Résumé du poste

Bank of America is seeking an Onboarding & Maintenance Associate to support the creation, onboarding, and upkeep of brokerage accounts. You will provide quality service and efficient operations support for internal partners and external clients, with guidance from team leads for complex issues.

The Merrill Onboarding and Maintenance team reviews documentation, confirms requirements, and processes updates to help clients open or maintain brokerage accounts smoothly and quickly in a high-volume

Qualifications

• Minimum of 1 year 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.

Responsabilités

• 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.

Connaissances

Account Management

Customer Focus

Oral Communications

Written Communications

Attention to Detail

Prioritization

Research

Team Collaboration

Outils

Service Request Portal

Description du poste

Bank of America is seeking an Onboarding & Maintenance Associate to support the creation, onboarding, and upkeep of brokerage accounts. You will provide quality service and efficient operations support for internal partners and external clients, with guidance from team leads for complex issues.

The Merrill Onboarding and Maintenance team reviews documentation, confirms requirements, and processes updates to help clients open or maintain brokerage accounts smoothly and quickly in a high-volume