Investments Asset Transfer Processor - Chandler, Az

Bank of America Bank of America · Banking · Chandler, AZ

This role at Bank of America focuses on processing investment asset transfers, managing cases from start to finish, and providing client and home office support. It involves handling complex issues, risk mitigation, and ensuring adherence to policies and procedures within the Merrill product suite.

What you'd actually do

  1. Acts as the expert for front-line associates and, at times, clients, in regard to Merrill products, services, and operational processes
  2. Handles complex issues related to Merrill services and products
  3. Provides approvals to resolve customer inquiries and escalations
  4. Focuses on risk mitigation and policies and procedures to ensure exceptions and approvals are within appropriate guidelines

Skills

Required

  • Strong client service
  • Ability to multi-task and independently prioritize his/her workload
  • Demonstrate a cooperative and professional work attitude
  • Capable of multitasking and working efficiently under stress and high volume
  • Strong organizational, time management, and teamwork skills
  • Strong analytical, negotiation, and problem-solving skills
  • Attention to detail and follow through on assignments
  • Deliver high-quality partner support, focusing on partner/client needs, problem resolution, and service/product knowledge
  • Demonstrate excellent verbal, written, and listening skills
  • Understand and demonstrate cultural awareness, integrity, and the ability to work as part of a team

Nice to have

  • Operations processing experience
  • Customer Service experience
  • Experience with money movement transactions
  • Ability to multi-task
  • Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
  • Able to adapt to changing environment while meeting metric requirements
  • Apply sound judgment in making decisions