Wealth Management Data & Onboarding Analyst

Bank of America; Pennington (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in Pennington, NJ seeks a detail‑oriented operations specialist to support Securities Settlement and Custody within Wealth Management. You will review onboarding documents, analyze data, and enter products to the proprietary platform, ensuring accuracy and timely processing.

Responsibilities include quality reviews, testing system enhancements, and frequent collaboration with internal partners to deliver efficient, compliant operations and strong client service.

Qualifications

• Required qualifications emphasize attention to detail and ownership with risk awareness.
• Ability to manage multiple duties in a deadline-driven environment.
• Strong communication, collaboration and data-entry quality control.

Responsibilities

• Review onboarding documents to set up Mutual Funds, Alternative Investments, Unit Investment Trusts, and other products.
• Analyze received data to ensure system supportability and accuracy.
• Enter data to add products to the proprietary platform.
• Perform quality reviews of entered data.
• Test system enhancements driven by business initiatives.
• Maintain frequent communication with internal and external partners.
• Assist with project work as needed.

Skills

Account Management

Attention to Detail

Customer and Client Focus

Written Communications

Analytical Thinking

Oral Communications

Prioritization

Problem Solving

Collaboration

Recording/Organizing Information

Research

Result Orientation

Numerical Reasoning

Job description

Bank of America in Pennington, NJ seeks a detail‑oriented operations specialist to support Securities Settlement and Custody within Wealth Management. You will review onboarding documents, analyze data, and enter products to the proprietary platform, ensuring accuracy and timely processing.

Responsibilities include quality reviews, testing system enhancements, and frequent collaboration with internal partners to deliver efficient, compliant operations and strong client service.