Consumer Investments Account Maintenance Generalist

Bank of America

Bank of America

Chandler, AZ, USA · United States · Remote
Posted on Thursday, June 27, 2024

Job Description:

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!

Job Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.

As an Account Maintenance Generalist your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve . Generalists will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity.


  • Processes transactions according to established procedures and prescribed processes
  • Demonstrates operational discipline while handling routine and standard operational functions
  • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
  • Assists with phone calls, email boxes, and processing queues

Required Qualifications:

  • Strong organizational and time management skills
  • Attention to detail and follow through on assignments
  • Ability to multi-task and independently prioritize his/her workload
  • Work as sole contributor and as a team player as required
  • Strong analytical and problem solving skills
  • Excellent communication skills-verbal and written

Desired Qualifications:

  • Customer Service and/or call center experience preferred
  • Knowledge of Merrill systems, products and applications


  • Account Management
  • Adaptability
  • Customer and Client Focus
  • Data Collection and Entry
  • Process Effectiveness
  • Active Listening
  • Continuous Improvement
  • Customer Service Management
  • Data Quality Management
  • Result Orientation
  • Attention to Detail
  • Business Operations Management
  • Business Process Analysis
  • Critical Thinking
  • Process Management


1st shift (United States of America)

Hours Per Week: