Job Description

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About Us

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.


One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.


Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.


Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Global Business Services

Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.


Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.


In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.

Process Overview

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Managed Account Operations team deals with Enrollment for Merrill Lynch Managed products. It includes review documentation/details required for the enrollment of accounts and take decision (Approve/Return) accordingly. Team also identify those accounts that went through the change like ownership, account type and determine if all appropriate Merrill Lynch Investment Advisory Program (ML IAP) documents are on file

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Individual will perform as a contributing member of the Onboarding and maintenance Support group to drive productivity and error free environment, reduce Average Handle time and create client satisfaction.

Responsibilities

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Responsible to interact with LOB and Branch Offices via email Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with branch & LOB Responsible for the review, evaluation of enrollment and maintenance documents to ensure correct document on file.

Requirements

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Foundational Skills

Sound knowledge of Investment banking and documents required for A/C enrollment

Should have in-depth knowledge of brokerage and Managed Accounts

Excellent verbal & written communication skills in English Willing to work in night shifts Excellent Analytical Skills Should have good knowledge of MS Excel & PowerPoint

Education

- Minimum Graduate from Commerce Stream

Certifications If Any

Experience Range

- 12 to 48 months experience

Desired skills

- Should have good knowledge of MS Excel

Work Timings

Shift Timings : 05:30 pm - 02:30 am / 06:30 pm - 03:30 am IST Shift Type : Fixed Holiday Structure : US Holidays Weekends Off : Yes

Job Location

- Gurugram