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Client Relations Oversight Specialist

2 months ago

Pennington, New Jersey, United States Bank of America Full time
Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and ensures we serve our clients, teammates, communities, and shareholders effectively.

We prioritize creating an inclusive and diverse workplace, investing in our employees and their families with competitive benefits that support their overall well-being.

Our approach to flexibility is tailored to various roles within the organization, allowing us to adapt to the needs of our workforce.

As a Business Oversight Specialist, you will be integral to the Merrill Lynch Wealth Management COO team, focusing on the resolution of client-related inquiries and complaints. The ideal candidate thrives in a dynamic environment, demonstrating exceptional multitasking abilities. Attention to detail and accuracy are crucial for success in this role, along with the capacity to foster relationships and collaborate effectively across the organization, including with senior leadership.

Key Responsibilities:
  • Assist in investigating, resolving, and settling client complaints related to Merrill broker-dealer services, coordinating with various departments including Legal, Operations, and Executive Management.
  • Serve as a point of escalation for broker-dealer complaints directed to executive leadership.
  • Acquire knowledge of a diverse range of products and services to communicate effectively.
  • Manage and validate complaint records, ensuring accuracy and compliance.
  • Facilitate timely and precise regulatory filings associated with complaint management.
  • Build and maintain relationships across the organization based on trust and collaboration.
  • Support initiatives aligned with risk mitigation priorities.
Required Qualifications:
  • 5+ years of experience in retail brokerage, compliance, legal, or supervisory roles within a financial services environment.
  • Strong knowledge of Wealth Management products, including Life Insurance and Alternative Investments.
  • Experience in managing brokerage customer complaints and understanding regulatory reporting requirements.
  • Demonstrated reliability and commitment to excellent attendance.
  • Strong analytical and organizational skills, with the ability to exercise sound judgment.
  • Highly organized, detail-oriented, and self-motivated, capable of resolving complex issues.
  • Ability to prioritize tasks and handle sensitive information responsibly.
  • Excellent communication skills, with proficiency in grammar and the ability to engage with management and clients.
  • Adaptability to new information and technology platforms.
  • Intermediate proficiency with computers and software, including MS Office Suite.
Preferred Qualifications:
  • Relevant FINRA registrations such as SIE, Series 7, Series 66, Series 9, Series 10, and Series 24.
  • Variable Annuity Insurance licensing, JD, or equivalent qualifications are advantageous.
Essential Skills:
  • Understanding of relevant laws, rules, and regulations.
  • Effective issue management.
  • Data quality management expertise.
  • Due diligence capabilities.
  • Proficient in legal drafting and writing.
  • Research skills.
  • Strong written communication abilities.
  • Claims management experience.
  • Decision-making skills.
  • Executive presence.
  • Management of policies, procedures, and guidelines.
  • Experience in regulatory relations.
Shift:
1st shift (United States of America)

Hours Per Week:
40