Merrill Onboarding & Maintenance Account Management Ops Representative jobs in United States
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Bank of America · 4 hours ago

Merrill Onboarding & Maintenance Account Management Ops Representative

Bank of America is committed to making financial lives better through every connection. The role involves supporting the creation, onboarding, and maintenance of accounts while providing quality service and operational support for clients and internal partners.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Performs onboarding and maintenance of accounts and reviewing required account documentation
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Reviews and approves required account documentation

Qualification

Account ManagementCustomerAttention to DetailClient FocusResearchOral CommunicationsWritten CommunicationsPrioritizationRecording/Organizing InformationResult OrientationNumerical ReasoningCollaboration

Required

Account Management
Customer and Client Focus
Oral Communications
Research
Attention to Detail
Collaboration
Written Communications
Prioritization
Recording/Organizing Information
Result Orientation

Preferred

Oral Communications
Written Communications
Customer and Client Focus
Attention to Detail
Results Driven
Numerical Reasoning

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Company data provided by crunchbase