Senior Wealth Operations Specialist

Bank of America; Birmingham (AL); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks an operational professional to handle standard transaction processing, reconciliation, and research requests, ensuring high-quality client service and efficiency. The role supports internal partners and external clients, with independence to escalate complex issues to leadership.

Candidates should have at least 1 year of experience, strong communication and analytical skills, and the ability to work with Merrill systems.

Qualifications

• Minimum of 1+ years professional or relevant internship experience.
• Strong communication skills, both verbal and written.
• Strong analytical skills, able to maintain a high quality of customer service and attention to detail.
• Work independently, prioritize time and exceptional organizational skills.
• Manage multiple and conflicting objectives, projects or activities at once with minimal direction.
• Form and maintain strong working relationships with internal business partners while working together to better serve clients.
• Proactively identify opportunities for process improvement.
• Knowledge of Merrill systems including CEW, KDC, CMC cases, CDOL, branch scanning, etc.
• Knowledge of asset transition process is preferred.

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

Customer Service

Prioritization

Reporting

Trade Operations

Data Entry

Data Analysis

Organizational Effectiveness

Process Management

Quality Assurance

Customer Focus

Oral Communications

Research Analysis

Written Communications

Education

High School Diploma

Tools

CEW

KDC

CMC cases

CDOL

Branch scanning

Job description

Bank of America’s Merrill Wealth Management team seeks an operational professional to handle standard transaction processing, reconciliation, and research requests, ensuring high-quality client service and efficiency. The role supports internal partners and external clients, with independence to escalate complex issues to leadership.

Candidates should have at least 1 year of experience, strong communication and analytical skills, and the ability to work with Merrill systems.