Investment Operations Representative
2 weeks ago
Job Summary
This role is responsible for providing exceptional service and operational support to internal business partners and external clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.
Key Responsibilities
- Process transactions according to established procedures and prescribed processes.
- Demonstrate operational discipline while handling routine and standard operational functions.
- Cover one or more operations functional areas, such as analysis, report generation, opening new accounts, trade processing, payment processing, and data entry.
- Assist with phone calls, email boxes, and processing queues.
Requirements
- Strong organizational, time management, and teamwork skills.
- Attention to detail and ownership of assigned work.
- Ability to prioritize and adapt across multiple processes.
- Ability to work cooperatively with a dynamic team.
- Strong organizational, time management, and teamwork skills.
- 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.
Preferred Qualifications
- Customer Service and/or call center experience.
- Knowledge of Bank of America systems, products, and applications.
- Able to adapt to changing environments while meeting metric requirements.
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Shift
1st shift (United States of America)
Hours Per Week
40
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