Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for monitoring advisory product and enhancing the investment opportunities for clients by working with the Senior Product Specialist to understand client expectations and to develop platform or product capabilities enhancements. Key responsibilities include working with teammates in developing product plans, strategies and enhancements, and performing necessary research. Job expectations include supporting senior specialist as well as building relationships and becoming trusted support to clients and or colleagues.

Responsibilities:

• Utilizes communication skills, both verbal and written, to provide accurate and effective work
• Supports Senior Product Specialists with researching and providing strategic analysis regarding investment programs and platforms available
• Provides support from a day-to-day perspective to advisors, key parties, and other teammates
• Demonstrates strong technical skills like Excel, Word, and other platforms
• Creates opportunities to work in a team environment while achieving individual goals as well
• Reviews and monitors assigned accounts daily
• Helps to ensure the continuous and accurate flow of trade-orders.
• Performs account analysis by generating reports to help identify and resolve dispersion within accounts.
• Helps to investigate and work with other business partners in resolving trading issues as well as follows up and verifies previous account issues are resolved
• Independently creates and reviews complex analyses of accounts
• Accurately creates, executes, and reviews trades, according to instructions and departmental trading procedures, for execution
• Researches and replies to email inquiries from the field – Financial Advisors and Client Associates
• Performs or assists with performing any needed periodic account maintenance on accounts
• Works with Error Control team on various exceptions (debits and shorts) as well as resolving trade errors
• Works with various Discretionary Managers on any account issues and inquiries

Required Qualifications:

• 2-5 years of relevant work experience
• Proven highly organized individual with strong attention to detail, self-motivated, good work ethics and work effectively in a team environment 
• Ability to multi-task, and work in fast-paced very high-volume area
• Proven ability to communicate/articulate issues clearly and concisely
• Proven computer literate, with a proficiency in Excel
• Strong problem-solving skills 
• Knowledge of investment products and securities

Desired Qualifications:

• Bachelor’s Degree, highly prefer finance or business major 

Skills:

• Active Listening
• Administrative Services
• Attention to Detail
• Research
• Usability Testing
• Data Collection and Entry
• Issue Management
• Networking
• Project Management
• Reporting
• Agile Practices
• Process Design
• Recording/Organizing Information
• Technical Documentation
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NJ - Jersey City - 525 Washington Blvd (NJ2525)

Pay and benefits information

Pay range

$82,700.00 - $115,100.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.