Investments New Account Support Specialist

3 weeks ago

Cockeysville, United States Disability Solutions Full time
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

As a New Account Support Operations Specialist, you will perform operational support for the opening of new Brokerage accounts, acting as the FSA's single point of contact during the Brokerage account application process. Associates will also assist with matters including but not limited to:

• Responsible for opening banking products via phone

• Updating ownership of existing Brokerage accounts

• Completing complex service related requests including document review

• Funding new or existing accounts

Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions.

The New Account Support Operations Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required. This person will be expected to:

• Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution

• Demonstrate operational discipline while handling diverse operational functions

• Fulfill critical client requests within prescribed policies and procedures

• Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge

Required Qualification:

• Experience verbally delivering information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence

• Ability to multi-task and independently prioritize his/her workload

• Demonstrate a cooperative and professional work attitude

• Capable of multi-tasking and working efficiently under stress and high volume

• Excellent organizational and time management skills

• Teamwork skills

• Strong analytical, negotiation and problem-solving skills

• Attention to detail and follow through on assignments

• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge

• Demonstrate excellent verbal, written and listening skills

• Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

Desired Qualifications:

• Customer Service and/or call center experience preferred

• Knowledge of Merrill systems, products and applications preferred

Enterprise Job Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:
  • Processes transactions according to established procedures and prescribed processes required
  • Demonstrates operational discipline while handling complex and diverse operational functions
  • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
  • Assists with phone calls, email boxes, and processing queues


Additional Skills Used:
  • Account Management
  • Adaptability
  • Customer and Client Focus
  • Data Collection and Entry
  • Process Effectiveness
  • Active Listening
  • Continuous Improvement
  • Customer Service Management
  • Data Quality Management
  • Result Orientation
  • Attention to Detail
  • Business Operations Management
  • Business Process Analysis
  • Critical Thinking
  • Process Management


Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031)

Pay and benefits information

Pay range

$24.00 - $30.75 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

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.

  • Consumer Investments

    4 weeks ago

    Cockeysville, United States Disability Solutions Full time

    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...

  • Consumer Investments

    4 weeks ago

    Cockeysville, United States Disability Solutions Full time

    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...

  • Consumer Investments

    4 weeks ago

    Cockeysville, United States Disability Solutions Full time

    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...

  • Investment Consultant II

    4 weeks ago

    Cockeysville, United States Disability Solutions Full time

    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...

  • Rental Support Specialist

    1 week ago

    Cockeysville, Maryland, United States Hendersen-Webb Inc Full time

    Rental Support Position SummaryThe Rental Support Specialist at Hendersen-Webb Inc is responsible for maintaining confidentiality by not disclosing any information on a resident or a resident's account with anyone, except the leaseholder. This role also involves reviewing account ledgers for information regarding rental payments, fees, collection dates, and...

  • Senior Accounting Specialist

    2 weeks ago

    Cockeysville, Maryland, United States Diversified Insurance Full time

    Job Overview:Diversified Insurance is seeking a highly skilled Senior Accounting Specialist to lead our accounting team. This role requires a strong background in accounting principles, financial analysis, and management.The ideal candidate will have 8+ years of experience in accounting, with at least 4-5 years in a similar role. A Bachelor's degree in...

  • Financial Solutions Advisor

    4 weeks ago

    Cockeysville, United States Disability Solutions Full time

    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...

  • Accounts Payable Specialist

    1 month ago

    Cockeysville, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is seeking a detail-oriented and experienced Accounts Payable Specialist for an immediate hire opportunity to join their finance team. The ideal candidate will be responsible for managing the accounts payable process, ensuring timely and accurate payment of invoices, and assisting with some accounts...

  • Clerical Support Specialist

    7 days ago

    Cockeysville, Maryland, United States Giant Food Full time

    Job Description:We are looking for a Clerical Support Specialist to join our team at Giant Food. As a Clerical Support Specialist, you will play a vital role in supporting the day-to-day operations of our stores.Key Responsibilities:Provide administrative support to store managers and other teams as needed.Process transactions accurately and efficiently,...

  • Accounts Payable Accountant

    2 months ago

    Cockeysville, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half has a new opportunity for an Accounts Payable Accountant for a company located in Hunt Valley, MD. This is a direct-hire hybrid opportunity that offers flexibility and a full-range of benefits. The ideal candidate will have strong organizational skills and full-cycle accounts payable experience. Candidates should...

  • Accounting Specialist

    1 week ago

    Cockeysville, Maryland, United States Sinclair Broadcast Group Full time

    Job SummaryWe are seeking an experienced Financial Reporting Staff Accountant to join our team at Sinclair Broadcast Group. As a key member of our accounting team, you will be responsible for ensuring the accuracy and timeliness of our SEC filings.About the Role:Prepare various schedules and variance analysis for management, the board of directors, and...

  • Technical Support Specialist

    7 days ago

    Cockeysville, Maryland, United States Kennedy Services Full time

    **Job Title:** Technical Support Specialist**Estimated Salary:** $55,000 - $70,000 per year**About the Job:Company OverviewKennedy Services is committed to delivering exceptional customer experiences.Job DescriptionWe are looking for a skilled Technical Support Specialist to join our team. In this role, you will be responsible for providing technical support...

  • Senior Accountant

    4 months ago

    Cockeysville, United States Creative Financial Staffing Full time

    Our client, a global leader in the technology space, is seeking a talented and analytical Senior Accountant to join their team! The ideal candidate will have a background in the Government Contracting space with the desire to grow/learn something new each day.Offering:Growth opportunities.Competitive salaries.Employee-centered culture.Flexible schedules that...

  • Account Manager

    3 days ago

    Cockeysville, United States Green Bay Packaging Inc Full time

    Position Overview The Account Manager must be able to provide on-site support as needed (3-5 times/week) to Greenbay's customer base in the region. Under general direction from the Director of Sales, this position will identify, develop, and convert new opportunities into successful business relationships as well as managing existing accounts....

  • Support Specialist

    4 weeks ago

    Cockeysville, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering an exciting opportunity for a Support Specialist for a company in Hunt Valley, Maryland. This is a direct-hire position that offers full-benefits. The role will involve managing and coordinating bid processes, writing and preparing bids and proposals, and submitting tenders.Responsibilities:• Coordinate and...

  • Medical Imaging Support Specialist

    1 week ago

    Cockeysville, Maryland, United States Veterinary Neurology and Imaging of the Chesapeake Full time

    Job SummaryAs a Medical Imaging Support Specialist at Veterinary Neurology and Imaging of the Chesapeake, you will be responsible for assisting in the care of hospitalized patients, performing laboratory tests, and supporting advanced diagnostic imaging services. If you have a passion for neurology and excellent communication skills, we encourage you to...

  • Remote Support Specialist

    6 hours ago

    Cockeysville, Maryland, United States Kennedy Services Full time

    Job Summary:We are seeking a Remote Support Specialist to join our team at Kennedy Services. The ideal candidate will have experience in call centers, customer service, sales, or related fields and be able to work independently.Main Responsibilities:Respond to customer inquiries and resolve technical issuesDocument and update customer records based on...

  • Customer Support Specialist

    2 weeks ago

    Cockeysville, Maryland, United States The Amynta Group Full time

    About the RoleWe are seeking a highly skilled Customer Support Specialist to join our team at The Amynta Group. This is an exciting opportunity to work with a dynamic organization that values customer satisfaction and excellence in service.The ideal candidate will possess excellent communication skills, both written and verbal, and be able to effectively...

  • Accountability Journalist

    1 week ago

    Cockeysville, Maryland, United States Sinclair Broadcast Group Full time

    Sinclair Broadcast Group is proud to offer a challenging and rewarding opportunity for a talented Accountability Journalist. As an Accountability Journalist, you will play a key role in uncovering stories that hold government officials accountable and bring about positive change.To be successful in this role, you will need strong research skills, excellent...

  • Senior Accountant MD

    1 month ago

    cockeysville, United States Creative Financial Staffing Full time

    Our client, a global leader in the technology space, is seeking a talented and analytical Senior Accountant to join their team! The ideal candidate will have a background in the Government Contracting space with the desire to grow/learn something new each day. Offering: Growth opportunities. Competitive salaries. Employee-centered culture. Flexible...