Wealth Management Operations Specialist

National Black MBA Association; Birmingham, Northern (AL, KY); Hybrid; USD 38,000 - 60,000; Full time

Benefits offered by this job

Work from home eligibility

Onsite work as required

Job summary

Merrill Wealth Management is seeking an associate to handle standard transaction processing, reconciliation, and research requests in support of the wealth management business. You will provide quality service and efficient operations support for internal partners and external clients, with some independence and escalation to team lead as needed.

The role emphasizes collaboration, accuracy, and timely responses across channels, enabling the advisory teams to serve clients effectively and

Qualifications

• Minimum 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

Communication skills

Analytical skills

Independent work

Organization

Multitasking

Education

High School Diploma

Tools

CEW

KDC

CMC cases

CDOL

Job description

Merrill Wealth Management is seeking an associate to handle standard transaction processing, reconciliation, and research requests in support of the wealth management business. You will provide quality service and efficient operations support for internal partners and external clients, with some independence and escalation to team lead as needed.

The role emphasizes collaboration, accuracy, and timely responses across channels, enabling the advisory teams to serve clients effectively and