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Money & Asset Transfer - Life Services Operations Support Processor

Bank of America | Chandler AZ 85224 USA | Full Time | Posted: 01/28/2020

Job Descriptiontop

Job Description:

The Life Services Operations Support Processor is responsible for handling multiple offline support functions within the Life Services Team. This individual will play a critical role by assisting client-facing Case Managers with various aspects of account transition processes including account protection/security, document review, and/or account disposition. They may also support management in ad-hoc initiatives, such as audit and remediation efforts, or provide training to additional team members.

Daily tasks will typically cover one or more operations areas, and may include, but are not limited to: document processing, account distribution and transfer entry, account maintenance/updates, data entry/remediation, and other administrative tasks as needed to support front-line Case Managers as they work directly with clients to transition accounts to beneficiaries, executors, and inheritors.

Attention to detail is critical, as is the ability to multi-task during the day while working in a fast-paced environment. Although this is not a client-facing role, the ideal candidate must maintain a client-centric attitude and strive to understand client perspectives and needs.

Required Skills:

  • Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions
  • Grasp complex, technical material quickly
  • Form and maintain strong working relationships with internal business partners while working together to better serve clients
  • Proactively identify opportunities for process improvement
  • Have a proven track record of success operating in a fast-paced environment

Preferred Skills:

  • Excellent interpersonal and oral/written communication skills
  • Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
  • Ability to adapt and embrace change in a highly evolving environment
  • Attention to detail and high quality of work standards
  • Knowledge of asset transition process is preferred

Enterprise Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. Representatives 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. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.


1st shift (United States of America)

Hours Per Week:


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Location Chandler, AZ, 85224, United States
Categories Marketing/PR

Location Maptop

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Job Code 20002125-1

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