Investments Asset Transfer Processor - Pennington, NJ

Enterprise Job Description

The Investments Asset Transfer Processor provides business support to Bank of America/Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. The role supports internal business partners, associates, and clients with document review, processing, email communication, and outbound calls, while maintaining a high risk and fraud prevention mindset.

• Process transactions according to established procedures and prescribed processes.
• Demonstrate operational discipline while handling routine and standard operational functions.
• Cover one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry.
• Assist with phone calls, email boxes, and processing queues.
• Review and process daily transaction requests, and resolve incomplete requests via outbound client or company contact or written correspondence as appropriate.
• Maintain a high risk and fraud prevention mindset to ensure the security of client accounts and minimize risk or loss to the company.

• Strong communication and time management skills.
• Impeccable accuracy and attention to detail.
• Strong commitment to risk management, customer satisfaction, and professional work ethic.
• Analytical thinking and effective risk management using strong research and best practices.
• Initiative: willingness and ability to identify and implement process improvements.
• Strong ownership and resolution.
• Good organizational and time management skills.
• Provide top-level service support and education to clients and partners through various communication channels.
• Detail‑oriented and capable of completing tasks with minimal errors.
• Demonstrate a cooperative, professional, and positive work demeanor.
• Exceptional critical thinking and problem‑solving abilities.

• 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.
• Ability to adapt to a changing environment while meeting metric requirements.
• Apply sound judgment in making decisions.

• 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
• Business Operations Management
• Business Process Analysis
• Critical Thinking
• Process Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

Pay range $25.00 – $27.85 per hour (determined based on experience, education, and skill set). Predictable pay; this role is compensated with a base salary and is not incentive eligible.

Benefits eligible, including industry‑leading benefits, paid time off, and resources to support employees’ physical, emotional, and financial well‑being.