Bank of America Looking For Team Member at Gandhinagar, Gujarat Full Time

Job Description:

Overview

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.

We are a part of the Global Business Services which delivers technology and operations capabilities to Bank of America lines of business (LOB) and enterprise functions.

Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most. This purpose defines and unites us. Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.

• BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank.

Process Overview*

Client Account Operations checks regulatory and compliance requirement for account opening and maintenance documents for business and retail accounts for wealth management services and features. CAO provides operational support to the Branch Offices for MLPF&S brokerage account products which primarily includes domestic accounts and address verification for few international accounts. Team receives scanned document on Rapid application. Client Account Operations team reviews multiple documents and provides operational support to the Branch via informing any missing or incorrect information on the document. It has multiple work types which persist Document Review, Stencil Change Reporting, Client Privacy View Access Permission & verifying international client address virtually.

Job Description*

Individual will perform as a contributing member to drive productivity and error free environment. Associate will be responsible to convey correct and appropriate information to the branch for any missing and incorrect information on the document related to brokerage account opening and maintenance for Merrill Lynch clients. A first time resolution is expected from an associate while processing/reviewing the documents and responding to clients for better Client Experience.

Responsibilities*

 Responsible for the reviewing completeness and accuracy of numerous account opening and maintenance documents for various individual, joint, custodial and trust accounts.

 Review completeness and accuracy of numerous account opening documents for various business types, including sole proprietorships, corporations and partnerships.

 Address verification of international clients.

 Review funds transfer set-ups between Merrill Lynch, Bank of America legacy and external accounts.

 Communication to Branch Office detailing why the documents was returned and resolution on action taken via email to CAs & FAs.

Requirements*

Education*

Graduate ( Preferably B.Com Graduate)

Certifications If Any

Not Required

Experience Range*

0-12 months

Foundational skills*

Banking Domain . Investment banking and Wealth Management

Desired skills

 Good written & communication skills in English

 Willing to work in night shifts shift.

 Reasonable Analytical Skills

Work Timings*

05:30 pm – 02:30 am IST ( Fixed)

Job Location*

GIFT

Job Band:

H8

Shift:

Hours Per Week:

45

Weekly Schedule:

Referral Bonus Amount:

0