Senior Operations Representative – Merrill Wealth Management

Bank of America Corporation; Bridgewater (MA); On-site; USD 34,000 - 62,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a detail-oriented associate to support wealth management operations, performing standard transaction processing, reconciliation, and client inquiries. You will partner with internal teams and external clients to deliver accurate, timely service.

Requirements include at least 1 year in client servicing or banking exposure, strong organization, and proficiency with Microsoft Office.

Qualifications

• Minimum of 1 year experience in client servicing or banking exposure.
• Strong organizational skills with multi-tasking ability.
• Ability to learn technology for digital banking.
• Effective verbal and written communication.
• Proficiency in Microsoft Office applications.

Responsibilities

• Processes standard transactions and reconciliations.
• Responds to client inquiries across channels.
• Conducts basic research and resolves routine requests.
• Escalates issues when needed to team lead.
• Prepares operational and ad hoc reports.
• Maintains document control and mail distribution.
• Manages office supplies and inventory.

Skills

Business Operations

Customer Service

Prioritization

Reporting

Data Analysis

Data Entry

Oral Communications

Education

High School Diploma or equivalent

Tools

Excel

PowerPoint

Co-Pilot

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.

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
• Preparing and maintaining operational, management, and ad hoc reports
• Overseeing document control and record retention processes
• Coordinating office supply inventory and ordering

Required Qualifications:

• Minimum of 1 year experience in client servicing, professional or relevant internship capacity or banking/financial industry exposure.
• Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize while delivering results
• Applies strong critical thinking and problem-solving skills to meet client needs
• Demonstrates ability to learn and understand technology to assist client with the latest in Digital and Digital Banking
• Enjoys a fast-paced environment with changing and evolving responsibilities
• Professional Verbal and Written Communication
• Proficiency in Microsoft Office applications: Excel, Power Point, Co Pilot, and Power Point

Desired Qualifications:

• Knowledge of investment and banking products, policies and procedures
• Cashiering experience
• Undergraduate degree or equivalent experience preferred

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807)

Pay and benefits information

Pay range

Pay range

$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.