Bank of America Recruitment Drive :-
Bank of America is hiring candidates for the role of Team Member for the Gurugram, India location. The complete details about Bank of America Recruitment Drive are as follows.
Qualifications
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.
Analytical Skills: Analytical Skills.
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.
- 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.
- Prepare Deceased Customer reports for different stakeholder
Responsibilities:-
- Responsible to meet SLA and take ownership to complete the task.
- Interact with LOB and Branch Offices via email.
- Keep focus on accuracy and deliver error free work
Skills Required
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.
Work Timings*
- Shifts: 11:30 to 20:30 (subject to change as per business requirement)
- Fixed Saturday and Sunday Off.
Bank of America Recruitment Drive Application Process:-
Apply In Below Link
Apply Link:- Click Here To Apply (Apply before the link expires)
Note:– Only shortlisted candidates will receive the call letter for further rounds
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