GWIM Sr. Operations Representative

Are you looking for a challenging and rewarding career in the financial services industry? Look no further than Bank of America! We are currently seeking a skilled and motivated individual to join our Global Wealth & Investment Management (GWIM) team as a Sr. Operations Representative. In this role, you will have the opportunity to support and facilitate operations for our high-net-worth clients. We are looking for someone with a strong attention to detail, excellent communication skills, and a passion for providing exceptional service. If you have a background in financial services and a desire to make a positive impact in the lives of our clients, we want to hear from you!

1. Process and manage daily operations for high-net-worth clients within the Global Wealth & Investment Management (GWIM) team.
2. Provide exceptional service to clients, ensuring all inquiries and requests are handled in a timely and efficient manner.
3. Maintain accurate and detailed records of client transactions, account information, and other relevant data.
4. Collaborate with internal teams to identify and resolve any discrepancies or issues that may arise.
5. Monitor and analyze client portfolios to ensure compliance with regulatory requirements and internal policies.
6. Proactively identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.
7. Communicate with clients, both verbally and in writing, to provide updates and address any concerns or questions.
8. Stay updated on industry trends and developments to continuously improve knowledge and skills.
9. Train and mentor junior team members to ensure they are equipped to handle their responsibilities effectively.
10. Adhere to all company policies and procedures, as well as regulatory requirements, to maintain a high level of integrity and ethical standards.

According to JobzMall, the average salary range for a GWIM Sr. Operations Representative in New York, NY, USA is $50,000 to $70,000 per year. This can vary depending on the specific company, experience level, and other factors.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.