Investments New Account Support Specialist
Company: Bank of America
Location: Chandler
Posted on: April 6, 2026
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Job Description:
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 is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! 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 is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: As a Investments New Account Support
Specialist, you will perform operational support for the opening of
new Brokerage accounts, acting as the FSA and/or client’s single
point of contact during the Brokerage account application process.
Associates will also assist with matters including but not limited
to: •Opening of banking products via phone •Updating ownership of
existing Brokerage accounts •Completing complex service-related
requests including document review Associate will fulfill these
requests through phone, paper, email or online mediums, and may
compile and deliver new client welcome packages and other
fulfillment functions. The New Account Support Operations
Specialist may be required to solve problems and
investigate/resolve a wide variety of requests that include
following up with clients, gathering additional information, and
setting expectations to fulfill the request. They also provide
ongoing operational support, where required. This person will be
expected to: •Provide exceptional client service and operational
support to Merrill clients and internal partners, including point
of contact resolution •Demonstrate operational discipline while
handling diverse operational functions •Fulfill critical client
requests within prescribed policies and procedures •Understand our
full suite of product offerings and/or use available resources to
bridge gaps in knowledge. • Experience verbally delivering
information clearly, concisely and understandable to the client,
while quickly establishing rapport and exuding positivity and
confidence • Ability to multi-task and independently prioritize
his/her workload • Demonstrate a cooperative and professional work
attitude • Capable of multi-tasking and working efficiently under
stress and high volume • Excellent organizational and time
management • Strong analytical, negotiation and problem solving •
Attention to detail and follow through on assignments • Deliver
high quality partner support stressing partner/client needs,
problem resolution, and service/product knowledge • Demonstrate
excellent verbal, written and active listening • Understand and
demonstrate cultural awareness, integrity and ability to work as
part of a team Required Qualifications • Experience verbally
delivering information clearly, concisely and understandable to the
client, while quickly establishing rapport and exuding positivity
and confidence • Ability to multi-task and independently prioritize
his/her workload • Demonstrate a cooperative and professional work
attitude • Capable of multi-tasking and working efficiently under
stress and high volume • Excellent organizational and time
management • Strong analytical, negotiation and problem solving •
Attention to detail and follow through on assignments • Deliver
high quality partner support stressing partner/client needs,
problem resolution, and service/product knowledge • Demonstrate
excellent verbal, written and active listening • Understand and
demonstrate cultural awareness, integrity and ability to work as
part of a team Desired Qualifications • Customer Service and/or
call center experience preferred • Knowledge of Merrill systems,
products and applications Shift: 1st shift (United States of
America) Hours Per Week: 40
Keywords: Bank of America, Gilbert , Investments New Account Support Specialist, Accounting, Auditing , Chandler, Arizona
