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

Client Data Services (CDS) team is responsible for accounts and settlement instruction setup for all products in which local entities offer to clients. For completing responsibilities, the team interacts with front office, settlement team, regional AML / KYC team, and sometimes clients. The team is also responsible for onboarding clients to local entities in Japan according to local regulations and enterprise policies which the role can be expanded to.

Responsibilities

・Manage new account opening
・Ongoing maintenance of clients and accounts, including support for corporate actions events such as client name changes
・Setup and support ongoing maintainance of settlement instructions
・Handle product specific agreements and contracts
・Manage Client Documentation, including global and local tax regulation related documents, FIEA letters, and Terms and Conditions
・Various forms/documentation maintenance – Postage, Storage and Disposal
・Respond and coordinate requests recieve from external and internal group to provide required information in a timely manner
・Provide oversight of outsourced activities, ensuring services are delivered according to SLAs

・Onboard Global Markets clients to local entities in Japan according to the local regulations
・Advise and explain KYC (Know Your Clients) requirements to sales/clients
・Set up and maintain client details
・Facilitate, collect and verify Non AML documents from clients such that may include FATCA, CRS forms, or FIEA client category
・Facilitate dormancy review and off boarding of clients

Required Skills

· Team Player - establish and maintain good working environment with team members, and business partners
· Self driven individual with good planning, organization and follow up skills.
· Coordination - Ability to build relationships and work with cross-functional teams
· Native Japanese and Strong English language skills, both written and verbal
· Strong analytical and problem-solving skills
· Excellent technical, written/verbal communication, interpersonal, presentation and facilitation skills with the ability to make recommendations to all levels of the organization
· Risk Management - able to think from enterprise standpoint as well as surrounding regulations
· Attention to details
· Good knowledge of MS Office Products (Word, Excel, PowerPoint, others)

Desired Experiences
· Minimum of 3 years experience in Investment Banking Operations or in financial industry
· Hold JSDA 1, or 2nd class
· Broad understanding of financial products and markets