Bank of America · 2 days ago
Account Management Ops Analyst
Tampa, FL
Full-time
Onsite
New Grad, Entry LevelBank of America is committed to helping make financial lives better for their clients and communities. The Account Management Ops Analyst is responsible for supporting the creation, onboarding, and maintenance of accounts while providing quality service and operational support to internal partners and clients.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Performs onboarding and maintenance of accounts and reviewing required account documentation
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Reviews and approves required account documentation
Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
Performs moderate levels of research, follow-up and resolution of more complex routine research requests
Qualification
Required
Proven decision-making skills, and the ability to effectively manage risk
Proven track record delivering for internal and/or external clients
Strong organizational and teamwork skills
Results oriented; driven and ambitious
Must be flexible with schedule (Operational hours are 8:00 AM – 6:00 PM)
Quick learner and self sufficient
Demonstrates initiative while working independently
Preferred
Experience with brokerage account operations and systems
1+ year(s) of Legal Document Review (not required)
Proficient with Microsoft Office, Outlook, Word and Excel
Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
Experience, knowledge of or studies related to Finance or Accounting
Understanding of complex account types (i.e., Guardianship, Estate, Trust, etc.)
An understanding of technology and the ability to incorporate that understanding into process improvements
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