Team Member - Gandhinagar, India - Bank of America

Bank of America
Bank of America
Verified Company
Gandhinagar, India

4 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Overview


Bank of America is one of the world's leading financial institutions, serving individual consumers, 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.

We are committed to attracting and retaining top talent across the globe to ensure our continued success.

Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.


We are a part of the Global Business Services which delivers technology and operations capabilities to Bank of America lines of business (LOB) and enterprise functions.


Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most.

This purpose defines and unites us.

Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.

- _BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank._


Process Overview


There is a provision in the Books and Records Requirements for Broker Dealers under the Securities Exchange Act of 1934 which requires Merrill Lynch to verify client profile information when a new account is opened or if there is any account's investment objective change or periodically, must occur at least once every 36 months.

CODG team review the images of scanned Client Data Validation letters returned by the client and identify which data attributes need to be updated based on the returned form, and make the respective updates in Client Profile/Client 360.

Team also review the deceased status of the client and report out if find any discrepancy and makes reports available to different stake holders for further processing.

Team Link the customer's Bank of America relationship on the ML platform that enables the Financial Advisors to review the entire client relationship.

Another function that team has to update the four core data attributes (Name, Address, DOB and TIN) from 20-90 days ageing of cases.

The core data updates or change will either be accepted or rejected by the team to update the client's profile with the most recent changes.


Job Description

  • Responsible for the review and update the client's information in the client's profile on brokerage accounts.
  • Update "Trusted Contact Person" information requested by the client.
  • Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with branch & LOB.
  • Prepare Deceased Customer reports for different stakeholder

Responsibilities

  • Responsible to meet SLA and take ownership to complete the task.
  • Keep focus on accuracy and deliver error free work

Requirements

Education Any Graduate


Experience Range
0-2 Years


Foundational skills

  • Knowledge of Wealth Management and Investment Products, Keyboard Skills, Typing Skills, Basic MS Excel Skills; Work under pressure,

Desired skills

  • Analytical Skills

Work Timings
Fixed Saturday and Sunday Off


Job Location

GIFT

Job Band:

H8


Shift:


Hours Per Week:

45


Weekly Schedule:


Referral Bonus Amount:

0
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