Client Account Onboarding & Ops Specialist

Bank of America; South Dakota; On-site; USD 52,000 - 71,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is hiring for a Private Bank Onboarding and Maintenance associate to support onboarding and maintenance of client accounts. You will validate documentation, complete account openings, and handle funding setups with a focus on accuracy and compliance.

The role requires managing complex inquiries, collaborating across teams, and maintaining efficient operations while providing excellent client service. Onsite employment with a 40-hour work week is expected.

Qualifications

• Ability to find and resolve data inconsistencies in highly detailed documents and systems.
• Ability to follow detailed instructions.
• Experience interacting with partners via email and chat.
• 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 validating items for good order, and completing required updates by reviewing requests and supporting documents to determine requirements and complete account openings or updates.
• Reviews and approves required account documentation by approving or completing cases and obtaining legal review or approved exceptions when needed by validating documentation before initiating funding and account setup activities.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests by monitoring asset and cash transfers, resolving outstanding items, and completing final request reviews.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing status updates, returning items for missing information, and confirming when requests are completed by communicating outstanding requirements and confirming completion of account requests.
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by executing control reports and storing required evidence by performing quality reviews, correcting defects, and ensuring accounts are opened or updated accurately.
• 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

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Recording/Organizing Information

Result Orientation

Job description

Bank of America is hiring for a Private Bank Onboarding and Maintenance associate to support onboarding and maintenance of client accounts. You will validate documentation, complete account openings, and handle funding setups with a focus on accuracy and compliance.

The role requires managing complex inquiries, collaborating across teams, and maintaining efficient operations while providing excellent client service. Onsite employment with a 40-hour work week is expected.