Consumer Investments Account Maintenance Generalist - ...

Consumer Investments Account Maintenance Generalist - Fort Worth, TX Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge ( Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge ( 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. Weu2019re 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 Job Description: As an Investments Account Maintenance Generalist yourresponsibilitieswill includeproviding timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships.You will process incoming documentsandemails related to client accounts and work CMC cases. You will make outboundcalls on documents that need more information and resolve . Generalistswill also be expected to think analytically, use strong research Qualifications, and apply best practices/past experiences to problem resolution.You will be responsiblefor processing documents according to established policies&procedures and will be held accountable for accurate and timely processingof requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as Client relationshipagreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to becomea certified trainer/mentor affording you the opportunity to advance your career.Youwill work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity. Required Qualifications: + Strong organizational and time management skills + Attention to detail and follow through on assignments + Ability to multi-task and independently prioritize his/her workload + Work as sole contributor and as a team player as required + Strong analytical and problem solving skills + Excellent communication skills-verbal and written Desired Qualifications: + Customer Service and/or call center experience preferred + Knowledge of Merrill systems, products and applications Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your

Created: 2026-04-24