Bank of America · 1 day ago
Account Management Ops Analyst
Bank of America is committed to making financial lives better through meaningful connections. The Account Management Ops Analyst will support account creation, onboarding, and maintenance, providing quality service and operational support to internal partners and clients while identifying process improvements.
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
2+ years of experience relating to reconciliation, billing, project management, trading and/or managed products service support
Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
General knowledge of accounting and financial reporting
Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives
Professional written and verbal communication skills
Demonstrates attention to detail
An understanding of technology and the ability to incorporate that understanding into process improvements
Ability to work independently while effectively managing and finding resolution to complex situations
Career oriented teammate seeking to grow within the organization
Preferred
Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting
Company
Bank of America
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 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
Recent News
2026-01-13
Company data provided by crunchbase