Investments Asset Transfer Processor - Jacksonville, FL
Jacksonville, Florida, United States · On-site
Entry level$3.6B raised
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Full-time
high school
Posted 12d ago
~40 hrs/week
Responsibilities
The Investments Asset Transfer Processor supports clients and internal partners by managing incoming and outgoing money and asset transfer requests. The role involves document review, transaction processing, and maintaining a strong focus on fraud prevention and risk management.
Requirements
Candidates must possess strong analytical, communication, and time management skills with a high level of accuracy and attention to detail. A minimum of a high school diploma or GED is required, along with a professional work ethic and commitment to customer satisfaction.
Full 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!
Enterprise Job Description: The Investments Asset Transfer Processor is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client’s or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management Qualifications, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. 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.
Responsibilities:
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:
Problem Solving and Decision-Making Qualifications: Ability to think analytically and effectively manage risk using strong research Qualifications, applying best practices and leveraging past experiences to resolve problems
Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
Strong ownership and resolution Qualifications
Good organizational and time management Qualifications
Provide top-level service support and education to clients and partners through different means of communication
Detail Oriented- Must be able complete tasks with minimal errors
Demonstrate a cooperative, professional, and positive work demeanor
Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues
Desired Qualifications:
Operations processing experience
Customer Service experience
Experience with money movement transactions
Ability to multi-task
Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
Able to adapt to changing environment while meeting metric requirements
Apply sound judgment in making decisions
Skills:
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Finance & Accounting jobs are open in Jacksonville, FL right now?
There are currently 1,095 open finance & accounting positions in Jacksonville, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Jacksonville, FL?
Companies currently hiring include FIS, H&R Block, FIS - Fidelity Information Services, Bank of America, ICE, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Jacksonville, FL?
Yes — 366 of the 1095 open finance & accounting positions offer remote or hybrid work (145 remote, 221 hybrid).
How do I apply for Finance & Accounting jobs in Jacksonville, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.