Consumer Investments - Account Maintenance Case Manager
Company: Disability Solutions
Location: Lincoln
Posted on: September 28, 2024
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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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!As an Operations Case Manager, you will provide
white glove service to colleagues and clients on inquiries that are
related to sensitive and crucial account changes. As a Case Manager
you must have a desire to deliver high quality customer service,
stressing client focus, product knowledge, and problem resolution.
This is a rewarding position where you are empowered to take
ownership, facilitate paperwork and processes. You will be directly
responsible for assisting clients in four specific areas of
specialty. These areas include Abandoned Property, Divorce, Power
of Attorney and 529 Maintenance requests. Within these specialties
you will assist with phone calls, email boxes, processing queues,
and research and resolve escalations. Case Managers assist with
document remediation by making critical account changes and/or
updates, paperwork processing, document fulfillment as well as
outbound call support for internal and external clients. You will
be required to do proactive outreach to account owners and third
parties to ensure their needs are met, in most cases you will act
as a liaison between third parties and clients, to ensure that both
parties are aware of what documents are needed in order to
remediate and complete their specific request/needs. They must
provide clients with accurate information by keeping abreast of
procedures and demonstrating the ability to provide complete and
concise explanations to inquiries made from all levels of
personnel. There are strong opportunities to assist management with
complex issues, process improvements, and new initiatives to better
the client experience while developing leadership
abilities.Required Qualifications:
Keywords: Disability Solutions, Pawtucket , Consumer Investments - Account Maintenance Case Manager, Executive , Lincoln, Rhode Island
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