Bank of America · 1 day ago
Account Management Ops Representative
Pennington, NJ
Full-time
Onsite
New Grad, Entry LevelBank of America is committed to helping make financial lives better through every connection. The Account Management Ops Representative will support the creation, onboarding, and maintenance of accounts while providing quality service and operational support for internal partners and external clients.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
Resolves inquiries via email from Branch Offices regarding required documentation in the Investment Advisory Program
Maintain an awareness of Investment Advisory Program changes, enhancements, and requirements regarding documentation
Provide real time feedback from branch offices leading to strategic innovation
Other duties as assigned
Qualification
Required
Ability to work in a fast-paced environment
Excellent interpersonal skills
Proven ability to effectively service/resolve client inquiries
Strong oral and written communication skills
Ability to work effectively and efficiently as an individual contributor in a team environment
Exhibits good judgment and decision-making skills
Ability to quickly learn and navigate multiple technology applications
May be required to work weekends and overtime when needed
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
Account Management
Customer and Client Focus
Oral Communications
Research
Attention to Detail
Collaboration
Written Communications
Prioritization
Recording/Organizing Information
Result Orientation
Preferred
Prior experience
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
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 CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-13
Company data provided by crunchbase