Back to search results Account Management Ops Analyst Charlotte, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.LOB Job Description:Client & Account Lifecycle Management (CALM) Team manages the creation and maintenance of account level reference data, including standing settlement instructions and documentation to facilitate the processing and settlement of trades across all global market product classifications. In addition the team receives, digitizes and reports on account level documentation in order to meet firm and client regulatory requirements. Responsibilities:The CALM Accounts analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clientsResearching and resolving key business and risk problems while partnering with front office, operations, and technology business partnersEngaging in cross-team collaboration and gaining exposure to diverse product linesBuilding and maintaining strong relationships with internal and external business partners across AMRS, EMEA and APAC regions.Exploring and implementing methods to enhance processes, further reduce risks, and boost client satisfactionPerforms onboarding and maintenance of accounts and reviewing required account documentation.Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client serviceReviews and approves required account documentationProactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational unitsPerforms moderate levels of research, follow-up and resolution of more complex routine research requestsRequired Qualifications:1-3 years of excel proficiency, including pivot tables, V and X lookups, other complex formulas, and data modeling.1-3 years of experience with Power Query and Power Automate1-3 years of experience with Alteryx for data preparation and advanced analytics1-3 years of experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.Risk management awareness. 1-3 years of experience working with second and third line partners.1-3 years of experience packaging and documenting requests for audit and risk partners.Intellectual curiosity, passion, and self-motivationExcellent time management and prioritization skills, with ability to meet tight deadlinesStrong sense of teamwork and collaborationCommitment to delivering excellenceExcellent verbal and written communication skills with ability to communicate with various stakeholders at senior levelsProficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization.Ability to analyze large datasets and generate actionable insights. Familiarity with visualization tools and dashboards such as Tableau and Power BI.Understanding of AI-driven tools, automation platforms, and digital transformation trendsCritical thinking, creativity, and problem solving skillsHighest degree of integrity / ethical standards and sound judgmentDesired Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldSkills:Account ManagementCustomer and Client FocusOral CommunicationsResearchAnalytical ThinkingAttention to DetailCollaborationProblem SolvingPrioritizationRecording/Organizing InformationResult OrientationShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26017037 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share: Save job Job saved