Investments Asset Transfer Processor

Company: Disability Solutions
Location: Fort Worth
Posted on: October 23, 2024

Job Description:

Job Description: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!The Investments Asset Transfer Processor is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client's or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management skills, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.Required Qualifications:

• Problem Solving and Decision-Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices, and leveraging past experiences to resolve problems.
• Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
• Strong ownership and resolution skills
• Good organizational and time management skills
• Provide top-level service support and education to clients and partners through different means of communication.
• Detail Oriented- Must be able complete tasks with minimal errors.
• Demonstrate a cooperative, professional, and positive work demeanor.
• Exceptional critical thinking / problem solving skills to immediately address escalated client issues. Desired Qualifications:
  • Operations processing experience
  • Customer Service experience
  • Experience with money movement transactionsEnterprise Role Description:This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.Responsibilities:
    • Processes transactions according to established procedures and prescribed processes
    • Demonstrates operational discipline while handling routine and standard operational functions
    • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
    • Assists with phone calls, email boxes, and processing queuesAdditional Skills Use:
      • Account Management
      • Adaptability
      • Customer and Client Focus
      • Data Collection and Entry
      • Process Effectiveness
      • Active Listening
      • Continuous Improvement
      • Customer Service Management
      • Data Quality Management
      • Result Orientation
      • Attention to Detail
      • Business Operations Management
      • Business Process Analysis
      • Critical Thinking
      • Process ManagementShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Richardson , Investments Asset Transfer Processor, Other , Fort Worth, Texas