Senior Operations Representative – Merrill Wealth Management

Bank of America; Philadelphia (Philadelphia County); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an operations-focused professional to support standard transaction processing, reconciliation, and research requests within wealth management.

You will handle client inquiries, assist internal partners, and escalate complex issues to team leads while maintaining a client-centered service mindset. Onsite in the Philadelphia area with 37.5 hours weekly; requires 1 year in client servicing and strong Microsoft Office skills.

Qualifications

• Minimum 1 year experience in client servicing or banking exposure.
• Strong organizational and multi-tasking abilities to manage priorities.
• Proven problem-solving and critical thinking skills.
• Ability to learn and use banking technology and digital tools.
• Comfort working in a fast-paced environment with evolving responsibilities.
• Professional verbal and written communication skills.
• Proficiency in Excel, PowerPoint, and related Office tools.

Responsibilities

• Performs standard transaction processing and reconciliation per guidelines.
• Responds to client inquiries across multiple channels.
• Conducts basic research and follows up on routine requests.
• Identifies issues in daily tasks and escalates risks as needed.
• Provides general operational support including inbound calls and mail handling.

Skills

Organizational skills

Multi-tasking

Critical thinking

Digital Banking knowledge

Verbal and written communication

Problem-solving

Attention to detail

Education

High School Diploma / GED

Tools

Microsoft Office

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

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
• 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