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Description
Here is an exciting opportunity to grow your career with our Operations group. Specialist’s process paperwork and provide service to associates and clients on inquiries that are related to time sensitive account updates.
As a Specialist you must have a desire to deliver high quality customer service, process efficiently and with accuracy. This is a rewarding position where you are empowered to take ownership, facilitate paperwork and processes.
You will be directly responsible for assisting clients in areas that include funds transfer, margin and options to name a few.
In addition Specialists assist with phone calls, email boxes, processing queues, and research and resolve escalations. Specialists assist with document remediation by making critical account changes and / or updates, paperwork processing, document fulfillment as well as outbound call support for internal and external clients.
You will be required to do proactive outreach to account owners and associates to ensure that both parties are aware of what documents are needed in order to remediate and complete their specific request / needs.
They must provide 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.
There are strong opportunities to assist management with complex issues, process improvements, and new initiatives to better the client experience while developing your personal skillset.
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.
Required Qualifications :
Desired Qualifications :
Responsibilities :
Additional Skills :
Shift :
1st shift (United States of America)
Hours Per Week :
Last updated : 2024-05-17
Full Time
Banking
$90k-129k (estimate)
05/17/2024
05/23/2024
bankofamerica.com
FARMINGTON, NM
>50,000
1968
LINDA BOYCE
>$50B
Banking
Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.
The job skills required for Investment specialist include Customer Service, Attention to Detail, Initiative, Problem Solving, Communication Skills, Critical Thinking, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment specialist positions, which can be used as a reference in future career path planning. As an Investment specialist, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment specialist. You can explore the career advancement for an Investment specialist below and select your interested title to get hiring information.