Investments Asset Transfer Processor - Chandler, AZ

Job Summary

The Investments Asset Transfer Processor provides business support to Bank of America and Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. The role focuses on document review, communication, and risk management to ensure secure and accurate processing of transactions.

• Review and process transaction documents in accordance with established procedures.
• Communicate with internal partners and clients via email and outbound calls to resolve incomplete transaction requests.
• Maintain a high risk and fraud prevention mindset to protect client accounts and minimize company risk or loss.
• Handle routine operational functions such as analysis, report generation, opening new accounts, trade processing, payment processing, and data entry.
• Assist with phone calls, email boxes, and processing queues as needed.

• Strong problem‑solving and decision‑making skills, with the ability to think analytically and manage risk.
• Experience applying best practices and leveraging past experiences to resolve complex problems.
• Initiative and willingness to identify and implement process improvements and help others.
• Excellent ownership and resolution skills with strong organizational and time‑management abilities.
• High‑level service orientation, able to communicate effectively with clients and partners.
• Detail‑oriented, completing tasks accurately with minimal errors.
• Cooperative, professional, and positive work demeanor.
• Exceptional critical thinking and problem‑solving capabilities.

• Experience in operations processing and customer service.
• Experience with money movement transactions.
• Ability to multi‑task and work independently as a self‑starter.
• Adaptability to a changing environment while meeting metric requirements.
• Sound judgment in decision‑making.

• 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

High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States)

Hours per week: 40