Life Services Operations Support Processor

ghr; Jacksonville (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America is hiring for a wealth management operations role focused on processing, reconciliation, and research support. You will assist internal partners and clients with service requests while maintaining accuracy and responsiveness.

The position emphasizes independence, quality service, and collaboration with team leads and managers to resolve routine issues and support daily operations.

Qualifications

• High School Diploma or GED required.
• Experience handling standard transactional tasks and service inquiries is ideal.
• Strong communication and organization skills are important.

Responsibilities

• Performs standard transaction processing and reconciliation.
• Responds to client inquiries through multiple channels to support service quality.
• Performs basic research and follow-ups on routine requests.
• Identifies issues in daily tasks and escalates risk concerns when needed.
• Provides general operational support including inbound calls, mail sorting and distribution.

Skills

Operational management

Customer service management

Prioritization

Reporting

Trade operations management

Data collection

Data analysis

Organizational effectiveness

Process management

Quality assurance

Client focus

Oral communications

Written communications

Education

High School Diploma / GED

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. 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!

Job Description:
This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

• Business Operations Management
• Customer Service Management
• Prioritization
• Reporting
• Trade Operations Management
• Data Collection and Entry
• Data and Trend Analysis
• Organizational Effectiveness
• Process Management
• Quality Assurance
• Customer and Client Focus
• Oral Communications
• Research Analysis
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40