Client-Facing Settlement & Trade Ops Analyst

National Black MBA Association; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a settlement operations associate to handle moderately complex transaction processing, reconciliation, and client service for Prime Brokerage clients across the Americas. You will be the main contact for settlement questions and contribute to process improvements.

The role requires 1-3 years in financial services, strong client communication, and the ability to work under pressure. 1st shift, 40 hours per week, based in Charlotte, NC.

Qualifications

• 1-3 years of financial services experience.
• Presentable, confident and client focused.
• Client facing experience or ability to conduct discussions with Clients in a confident manner.
• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Self-motivated and able to work unsupervised.

Responsibilities

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact.
• Responds to moderately complex client inquiries via numerous channels.
• Responsible for analysis and resolution of moderately complex transactions with escalations.
• Identifies risk and opportunities for process improvements.
• Resolves matched/unmatched trades for clients settling in the Americas.
• Provides timely responses to client queries on settlement.
• Delivers client metrics analysis and communicates insights to drive efficiency.
• Acts as main point of contact for settlement issues with prime brokerage clients.
• Supports training of less experienced team members.

Skills

Attention to Detail

Customer and Client Focus

Oral Communications

Prioritization

Problem Solving

Account Management

Analytical Thinking

Coaching

Written Communications

Mentoring

Research

Result Orientation

Job description

Bank of America is seeking a settlement operations associate to handle moderately complex transaction processing, reconciliation, and client service for Prime Brokerage clients across the Americas. You will be the main contact for settlement questions and contribute to process improvements.

The role requires 1-3 years in financial services, strong client communication, and the ability to work under pressure. 1st shift, 40 hours per week, based in Charlotte, NC.