Investments Account Maintenance Generalist

Bank of America

Lincoln, RI, United States
Base: $25.00 - $26.89 hourly; bonus/equity: not sp...
**
Process routine investment transactions
Handle data entry and account updates
Resolve client inquiries via phone and email
** Bank of America is seeking an Investments Account Maintenance Generalist to provide operational support and quality customer service for client accounts. The role involves processing transactions, resolving inquiries, and maintaining documentation in a high-paced environment, while emphasizing teamwork and client-centric service. **

Job Summary

  • This role is responsible for providing quality service and efficient operations support for internal business partners and external clients.
  • The position involves processing incoming documents, making outbound calls for information, and resolving routine service inquiries in a high-paced environment.
  • Employees are eligible for industry-leading benefits, paid time off, and opportunities to become certified trainers or mentors.

Matching Summary

Match Score: 75

** Bank of America is seeking an Investments Account Maintenance Generalist to provide operational support and quality customer service for client accounts. The role involves processing transactions, resolving inquiries, and maintaining documentation in a high-paced environment, while emphasizing teamwork and client-centric 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

  • process routine investment transactions
  • handle data entry and account updates
  • resolve client inquiries via phone and email
  • adhere to established policies and procedures
  • meet quality control and productivity metrics

Nice-to-have

  • customer service and call center experience
  • knowledge of Merrill systems and products
  • ability to work as part of a team
  • strong analytical and problem-solving skills
  • cultural awareness and integrity

Key Requirements

  • High School Diploma / GED required
  • Strong organizational and time management skills
  • Ability to multi-task and prioritize workload independently

Work Rights

Not specified

Tailored Resume

Cover Letter