Settlement Ops Analyst - Client & Trade Support

Bank of America; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a settlement operations professional to support Prime Brokerage clients with moderately complex transaction processing, reconciliation, and settlement activities across US, Canada, and Latin America. You will serve as the main point of contact for clients and partners, delivering premium service while managing risk and driving efficiency.

The role emphasizes client-facing communication, cross-team collaboration, and proactive identification of process improvements to

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.

Responsibilities

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions.
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units.
• Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America).
• Timely response to client queries regarding the settlement of their trades.
• Client fails reporting
• Break reconciliation investigation and resolution
• Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency.

Skills

Attention to Detail

Customer and Client Focus

Oral Communications

Prioritization

Problem Solving

Account Management

Analytical Thinking

Job description

Bank of America is seeking a settlement operations professional to support Prime Brokerage clients with moderately complex transaction processing, reconciliation, and settlement activities across US, Canada, and Latin America. You will serve as the main point of contact for clients and partners, delivering premium service while managing risk and driving efficiency.

The role emphasizes client-facing communication, cross-team collaboration, and proactive identification of process improvements to