Team Member
Job Description:
About Us
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Global Business Services
Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.
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Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.
In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.
Process Overview-
Managed Account Operations team deals with Enrollment for Merrill Lynch Managed products. It includes review documentation/details required for the enrollment of accounts and take decision (Approve/Return) accordingly. Team also identify those accounts that went through the change like ownership, account type and determine if all appropriate Merrill Lynch Investment Advisory Program (ML IAP) documents are on file
Job Description- Individual will perform as a contributing member of the Onboarding and maintenance Support group to drive productivity and error free environment, reduce Average Handle time and create client satisfaction.
Responsibilities
- Responsible to interact with LOB and Branch Offices via email
- Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with branch & LOB
- Responsible for the review, evaluation of enrollment and maintenance documents to ensure correct document on file.
Requirements
Foundational Skills
- Sound knowledge of Investment banking and documents required for A/C enrollment
- Should have in-depth knowledge of brokerage and Managed Accounts
- Excellent verbal & written communication skills in English
- Willing to work in night shifts
- Excellent Analytical Skills
- Should have good knowledge of MS Excel & PowerPoint
- Education - Minimum Graduate from Commerce Stream
- Certifications If Any
- Experience Range- 12 to 48 months experience
- Desired skills- Should have good knowledge of MS Excel
- Work Timings
- Shift Timings : 05:30 pm - 02:30 am / 06:30 pm - 03:30 am IST
- Shift Type : Fixed
- Holiday Structure : US Holidays
- Weekends Off : Yes
- Job Location*- Gurugram
Perks and Benefits
Health and Wellness
- FSA
- HSA
- On-Site Gym
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
Work Flexibility
Office Life and Perks
Vacation and Time Off
- Leave of Absence
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Sabbatical
Financial and Retirement
- Performance Bonus
- Company Equity
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Tuition Reimbursement
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program