Account & Review Specialist

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 and providing a culture of caring is core to how we drive Responsible Growth.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Join us!

This job is responsible for supporting corporate clients with the documentation required to complete onboarding for new and existing legal entities. Key responsibilities include providing the client with ongoing support by holding regular calls and attending meetings to assist with completing documentation requirements to meet the laws, rules and regulations across multiple jurisdictions. Job expectations include supporting the collection of legal, Anti Money Laundering (AML) and tax documentation to streamline client interaction and ease of onboarding.

Manages the collection and review of AML, legal and tax documentation for new and existing client onboardings Works with clients to agree to timelines, communicates documentation requirements, and addresses any necessary rework Leads client documentation walkthrough meetings to ensure clients understand requirements Updates stakeholders on the onboarding process and highlights any challenges or delays

Attention to Detail Customer and Client Focus Oral Communications Stakeholder Management Written Communications Active Listening Policies, Procedures, and Guidelines Prioritization Research Risk Management

At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. We serve approximately 66 million consumer and small business clients, using our skills and expertise to help make their lives better. We are committed to attracting and retaining top talent around the world to ensure we continue to deliver together for our customers, clients and communities.

Along with taking care of our customers, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Learn about our four values that represent what we believe.