Posted:
12/2/2024, 6:26:45 AM
Location(s):
Florida, United States ⋅ Jacksonville, Florida, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Operations & Logistics
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.
Responsibilities:
Line of Business Job Description:
As part of Wealth Management Operations (WMO), Investment Information Management Organization, within Legal Operations team, this individual will be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion and ensuring that confidentiality of all requests is maintained. The candidate will serve as a liaison to branch personnel, and in-house and outside legal counsel. The associate should proactively identify process improvements and efficiencies related to third party workflow and technology.
Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters. This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment.
Responsibilities include the project management of GWIM client remediation and class action payouts.
This includes:
Required Skills
Desired Skills:
Skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Website: https://bankofamerica.com/
Headquarter Location: Charlotte, North Carolina, United States
Employee Count: 10001+
Year Founded: 2007
Last Funding Type: Seed
Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech