Investment Operations Specialist — Client Services

Bank of America; Fort Worth (TX); On-site; USD 42,000 - 70,000; Full time

Job summary

Bank of America in Fort Worth, TX is seeking an Operations Specialist to process time-sensitive paperwork, assist associates and clients with inquiries, and drive accurate account updates. The role emphasizes ownership, efficiency, and a strong customer service focus.

You will handle funds transfer, margin and options tasks, respond to calls and emails, and help with document remediation and research. The position offers opportunities to contribute to process improvements and collaborate across

Qualifications

• Strong customer service skills and ability to handle high-volume inquiries.
• Ability to multi-task and prioritize workload under pressure.
• Demonstrates a cooperative and professional work attitude.
• Attention to detail and accuracy in processing documents.
• Excellent verbal and written communication.

Responsibilities

• Processes transactions according to established procedures and prescribed processes.
• Demonstrates operational discipline while handling complex and diverse operational functions.
• Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry.
• Assists with phone calls, email boxes, and processing queues.

Skills

Customer Service

Multitasking

Analytical Skills

Attention to detail

Communication

Teamwork

Problem solving

Time management

Client focus

Judgment

Education

High School Diploma / GED

Job description

Bank of America in Fort Worth, TX is seeking an Operations Specialist to process time-sensitive paperwork, assist associates and clients with inquiries, and drive accurate account updates. The role emphasizes ownership, efficiency, and a strong customer service focus.

You will handle funds transfer, margin and options tasks, respond to calls and emails, and help with document remediation and research. The position offers opportunities to contribute to process improvements and collaborate across