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Personal Retirement Operations Onboarding & Maintenance Analyst

Jacksonville, Florida

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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

Responsibilities:

+ Performs onboarding and maintenance of accounts and reviewing required account documentation.

+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service

+ Reviews and approves required account documentation

+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units

+ Performs moderate levels of research, follow-up and resolution of more complex routine research requests

Skills:

+ Account Management

+ Customer and Client Focus

+ Oral Communications

+ Research

+ Analytical Thinking

+ Attention to Detail

+ Collaboration

+ Problem Solving

+ Prioritization

+ Recording/Organizing Information

+ Result Orientation

LOB Job Description:

•Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.

Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries and other account attributes such as Power of Attorney.

The Personal Retirements Onboarding & Maintenance team is responsible for providing quality customer service and processing support to branch office associates on, up to, the following Retirement Non-Qualified, Qualified, and Education Savings product types : IRA, IRRA, Roth, BENE IRA, 529, ESA, HSA, MSA, SEP, SAR SEP, SIMPLE, BASIC & 403(b)(7) accounts.

Primary responsibilities of the associate will include, but are not limited to the following:

+ Perform processing function from various ASAP queues, email boxes, and reports including higher risk processes

+ Proficiency in Retirement processing guidelines

+ Articulate Retirement operational procedures and required documents to branch office

+ Perform account maintenance functions on the client's retirement accounts

Required Skills:

+ 1 year of experience on with the Retirement Platform or a comparable experience

+ Minimal Performance Management Rating of a Meets/Meets

+ Strong communication and interpersonal and networking skills

+ Strong custodial retirement product knowledge base

+ Strong Customer Service Skills

+ Positive attitude and commitment to client focus

+ Ability to handle elevated problem resolution situations

+ Attention to detail

+ Team Oriented

+ Sound business judgment

+ Ability to prioritize to meet and exceed deadlines.

Desired Skills:

+ ​Strong written and verbal communication skills

+ College degree preferred

+ Ability to multi-task

+ Time management skills

+ Proficient with Microsoft applications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.