Investments Account Maintenance Generalist

Bank of America Merrill Lynch

Lincoln, RI, United States
Base: $25.00 - $26.89 hourly; bonus/equity: not sp...
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Strong organizational and time management skills
Ability to multi-task and prioritize workload independently
Excellent verbal and written communication qualifications
** Bank of America Merrill Lynch is seeking an Investments Account Maintenance Generalist to provide operational support and quality service for client accounts. The role requires strong organizational skills, attention to detail, and the ability to work in a high-paced environment while prioritizing customer service. **

Job Summary

  • The role is responsible for providing quality service and efficient operations support for internal business partners and external clients.
  • Daily responsibilities include data entry, account updates, and processing forms such as beneficiary forms and address changes according to established policies.
  • This position offers an opportunity to become a certified trainer or mentor, allowing for career advancement within the organization.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking an Investments Account Maintenance Generalist to provide operational support and quality service for client accounts. The role requires strong organizational skills, attention to detail, and the ability to work in a high-paced environment while prioritizing customer service. **

Salary

Base: $25.00 - $26.89 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Strong organizational and time management skills
  • Ability to multi-task and prioritize workload independently
  • Excellent verbal and written communication qualifications

Nice-to-have

  • Customer Service and/or call center experience preferred
  • Knowledge of Merrill systems, products and applications
  • Cultural awareness and ability to work as part of a team

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Must be able to work in a high-paced production environment
  • No specific visa sponsorship mentioned

Work Rights

Not specified

Tailored Resume

Cover Letter