Securities Settlements & Custody Info Consultant

Bank of America; Jacksonville (FL); On-site; USD 68,000 - 106,000; Full time

Job summary

Bank of America in Jacksonville, FL is seeking an experienced Operations Specialist to support complex data and client information flows within Wealth Management Operations. You will own end-to-end issue resolution, coordinate across product groups, and ensure controls and documentation stay current.

The role emphasizes process improvement, risk management, audits, and cross-functional collaboration to deliver accurate data and compliant workflows while maintaining a strong controls environment.

Qualifications

• Minimum of 5 years of experience supporting complex processes across operations, project management, team leadership, and/or business controls.
• Knowledge of Alternative Investments trading and onboarding, including operational workflows, documentation, and lifecycle considerations.
• Ability to apply sound judgment to resolve complex or high-risk exceptions, including identifying appropriate corrective actions and escalation paths.
• Ability to manage multiple priorities in a fast-paced environment, with flexibility to adapt as business needs evolve.
• Advanced proficiency in Microsoft Excel for reporting and process improvement.
• Experience coordinating internal and external audits and maintaining a robust controls framework across operations.

Responsibilities

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures.
• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk.
• Drives execution of complex financial and non-financial client transactions.
• Supports process improvements, requirements, and initiatives across multiple stakeholders.
• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards.
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation.
• Reviews and updates procedures as needed to ensure they are accurate and up-to-date.
• Risk Identification & Process Improvement: Identifies operational risks and process improvement opportunities, within fund setup and maintenance workflows, evaluates upstream and downstream impacts of data management processes, and recommend enhancements that reduce errors, strengthen compliance, and align with enterprise standards and regulatory requirements.
• Process Expertise: Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units.
• Documentation Review & Approval: Validates and approves instructions and supporting documentation for completeness, accuracy, and compliance, ensuring adherence to internal and regulatory requirements and escalating discrepancies to leadership or designated team to mitigate risk and maintain audit readiness.

Skills

Account Management

Attention to Detail

Customer and Client Focus

Problem Solving

Written Communications

Analytical Thinking

Controls Management

Prioritization

Result Orientation

Mentoring

Research

Trade Operations Management

Numerical Reasoning

Tools

Microsoft Excel

Job description

Bank of America in Jacksonville, FL is seeking an experienced Operations Specialist to support complex data and client information flows within Wealth Management Operations. You will own end-to-end issue resolution, coordinate across product groups, and ensure controls and documentation stay current.

The role emphasizes process improvement, risk management, audits, and cross-functional collaboration to deliver accurate data and compliant workflows while maintaining a strong controls environment.