- Bank of America (Tampa, FL)
- Merrill Onboarding & Maintenance Account Management Ops Representative Pennington, New Jersey;Tampa, Florida **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/ Merrill - Onboarding Maintenance - Account -Management-Ops-Representative\_25042578) **Job… more
- Bank of America (Jacksonville, FL)
- …enrollment and maintenance + Process and manage client servicing requests and account maintenance + Drive digital client engagement + Use Salesforce to track ... serve as the most frequent point of contact with Merrill Wealth Management. Responsibilities include: + End-to-end onboarding... process; including systems, documentation, and follow-up + New account opening and maintenance + Phone coverage… more
- Bank of America (Boca Raton, FL)
- …+ Use creativity to tackle complex problems; Manage client servicing requests and account maintenance ; Use multiple communication methods to ensure a consistent ... are not limited to:** + Work with highly affluent clients + Lead end-to-end onboarding and maintenance activities for new and existing clients. + Provide… more
- Bank of America (Tampa, FL)
- …complex issues and escalations. **Responsibilities:** + Performs onboarding and maintenance of accounts and reviewing required account documentation. + ... job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to...resolution for account and client on-boarding & maintenance processes. We partner with the Merrill … more