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Job Information

Bank of America Managed Account Platform Support Representative in Pennington, New Jersey

Managed Account Platform Support Representative

Pennington, New Jersey

Job Description:

As a Managed Account Platform Support Representative, you will be working in an inbound contact center supporting our Merrill Lynch Branch Office partners with resolving inquiries from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program. Through this position, the associate will gain the knowledge of fundamental concepts and proprietary program skills necessary to grow and expand a career at Bank of America Merrill Lynch.

The duties of this particular role include, but are not limited to:

Resolves inquiries via the Merrill Lynch Service Network from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program

Provide navigational and tutorial support for Branch Offices

Maintain an awareness of Investment Advisory Program platform changes, enhancements and requirements

Build sustainable relationships through interaction with various branch and home office partners to deliver multi-faceted solutions

Provide real time feedback from branch offices leading to strategic innovation

Required skills & experience:

•Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence

•Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

•Must have experience gathering, absorbing and using facts/information to make effective and timely decisions

•Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

•Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions

•Proficient with Microsoft Word, Excel and PowerPoint


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .