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  • Posted: Mar 2, 2017
    Deadline: Not specified
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    Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relat...
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    Merrill Edge Ongoing Support Generalist

    Job description

    Job Description:

    • Generalist: Provide timely resolution on routine service inquiries that come into group from a variety of channels: process incoming documents, emails, etc. related to client documents for Edge accounts; work SSRs; limited client outreach but calls out when necessary. Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. Daily responsibilities will cover one or more operations functional areas such as: data entry, account updates, and general processing of account forms. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Generally 1 year or more experience is preferred.
    • Responsibilities of an Ongoing Support associate include assisting account holders and Financial Solutions Advisors in accurately processing client documentation to update client accounts on the Edge platform. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. Associates must keep abreast of procedures and demonstrating the ability to translate by processing inbound paperwork accordingly. On average, an Account Maintenance Associate processes approximately 60-100 image documents per day depending on overall volume.
    • Enterprise Role Overview: Generalist: Provide timely resolution on routine service inquiries that come into group from a variety of channels: process incoming documents, emails, etc. related to client documents for Edge accounts; work SSRs; limited client outreach but calls out when necessary. Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. 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. 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.

    Required Skills: ""MUST"" have these skills to be minimally qualified.

    This position requires an ability to multi-task and independently prioritize his/her workload. Must demonstrate a cooperative and professional work attitude while adhering to department metric requirements, such as schedule adherence, call/document tracking (Siebel) and accuracy. Associates will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution. Must deliver high quality customer experience, stressing client focus, product knowledge, and problem resolution.

    • Superior client service skills including excellent listening skills and professional phone/mail etiquette
    • Accurate data entry skills
    • Good organizational and time management skills
    • Strong analytical and problem solving skills
    • Track record of attention to detail and follow through on assignments
    • Keep current and comply with regulatory requirements
    • Apply sound judgment and enterprise-wide mindset in making decisions
    • Foster collaborative relationships within and across business units and sectors
    • Anticipate and understand client needs and concerns

    Operational Experience Preferred

    • Self-starter, must be willing to asks questions and constantly seek ways for process improvement.
    • Must develop a deep understanding of their process quickly and be able to speak to their process across all levels of the organization.
    • Acts with a sense of urgency and creates this in others
    • Track record of attention to detail and follow through on assignments
    • Working knowledge of Microsoft Office Products; Word & Excel

    Desired Skills

    • College degree or equivalent work experience desired
    • Client/Customer Service background preferred
    • Knowledge of ML/BAC policies, procedures and Core Values

    go to method of application »

    Portfolio Oversight Associate

    Job description

    Job Description

    Assists the POM in performing the investment oversight tasks related to an assigned book of accounts, inclusive of IPS, Reg 9, AAM and continuous monitoring. POA performs initial review of exception items and works with internal partners to clear items where possible. In cases where an exception will persist, the POA develops the initial action plan for the POM's review and takes additional steps as directed by the POM.

    Required Skills

    • 2+ years of investment experience in a client facing support role
    • 1+ year of asset allocation experience
    • A team player with excellent communication skills, computer proficiency and high level of professionalism.
    • Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
    • Strong organizational skills and initiative with systematic follow-up.
    • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent; capable

    go to method of application »

    Monitoring Tools Engineer - SPLUNK

    Job description

    Job Description

    • Leads and/or participates in the design, development, and implementation of complex system engineering activities involving cross-functional technical support, systems programming and data center capabilities.
    • Responsible for components of highly complex engineering and/or analytical tasks and activities.
    • Establishes input/output processes and working parameters for hardware/software compatibility, coordination of subsystems design, and integration of total system.
    • Viewed as a technology subject matter expert; able to provide and communicate complex technology solutions across differing audiences including technical, managerial, business executives, and/or vendors.
    • Will have responsibility for multiple, complex projects; will direct activities of teams related to special initiatives or operations and may have direct reports.
    • Leads the resolution process for complex problems where analysis of situations or data requires an in-depth evaluation of various factors.
    • Exercises judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criterion for obtaining results. Information
    • Technology degree and/or technology certifications preferred or substantial equivalent experience. Typically 7-10 years of IT experience.

    Looking for a resource with prior Splunk monitoring tool experience. Experience supporting, configuring, and troubleshooting Splunk is essential. Experience with other Enterprise Monitoring tools such as ITM, Netcool Omnibus/Impact, SiteScope, Introscope, etc. also preferable.

    Required Skills

    • Install, configure, and troubleshoot Slunk.
    • Use Splunk to collect and index log data.
    • Experience with regular expressions and using regular expressions for data retrieval.
    • Work with application owners to create or update monitoring for applications.
    • Experience creating and maintaining Splunk reports.
    • Strong knowledge of Windows, Linux, and UNIX operating systems.
    • Experience responding to requests and incident tickets within defined Service Level Agreements.
    • Experience with creating disaster recovery plans and testing.
    • Work as part of team to provide excellent customer experience.
    • Provide emergency or scheduled support out of hours as required.
    • Manage and support change in the environment.
    • Experience of working on a very large enterprise environment.

    Desired Skills

    • Strong scripting or programming skills.
    • Experience supporting monitoring tools.
    • Ability to create and support SSRS reports.
    • Experience with automating routine tasks.
    • Familiarity with TEP infrastructure support.
    • Familiarity configuring and supporting integration with an external event management system like IBM Netcool/Omnibus.

    Method of Application

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