Senior Wealth Operations Specialist

Bank of America; San Francisco (CA); On-site; USD 36,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Bank of America’s Merrill Wealth Management division is seeking a service-oriented Operations Associate in San Francisco. The role focuses on standard transaction processing, reconciliation, and research support for the wealth management business, partnering with internal teams and external clients.

The position requires at least 1+ year of experience, strong communication, and solid organizational skills. On-site work is expected with discretionary incentives and comprehensive benefits.

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

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

Strong communication

Analytical skills

Independent work

Organizational skills

Attention to detail

Customer service

Multitasking

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management division is seeking a service-oriented Operations Associate in San Francisco. The role focuses on standard transaction processing, reconciliation, and research support for the wealth management business, partnering with internal teams and external clients.

The position requires at least 1+ year of experience, strong communication, and solid organizational skills. On-site work is expected with discretionary incentives and comprehensive benefits.