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The Investment Asset Transfer Processor is responsible for reviewing and processing a variety of money & asset transfer requests for Bank of America/Merrill clients. Processing includes a thorough review of written transaction requests and employs a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.
Required Qualifications:
Desired Qualifications:
Enterprise
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.
Responsibilities:
Additional Skills Use:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
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