Wealth Management Operations Specialist

Bank of America; Bridgewater (MA); In loco; USD 34.000 - 62.000; Tempo pieno

Descrizione del lavoro

Bank of America Merrill Wealth Management is seeking a detail-oriented associate to support wealth management operations, performing standard transaction processing, reconciliation, and client inquiries. You will partner with internal teams and external clients to deliver accurate, timely service.

Requirements include at least 1 year in client servicing or banking exposure, strong organization, and proficiency with Microsoft Office.

Competenze

• Minimum of 1 year experience in client servicing or banking exposure.
• Strong organizational skills with multi-tasking ability.
• Ability to learn technology for digital banking.
• Effective verbal and written communication.
• Proficiency in Microsoft Office applications.

Mansioni

• Processes standard transactions and reconciliations.
• Responds to client inquiries across channels.
• Conducts basic research and resolves routine requests.
• Escalates issues when needed to team lead.
• Prepares operational and ad hoc reports.
• Maintains document control and mail distribution.
• Manages office supplies and inventory.

Conoscenze

Business Operations

Customer Service

Prioritization

Reporting

Data Analysis

Data Entry

Oral Communications

Formazione

High School Diploma or equivalent

Strumenti

Excel

PowerPoint

Co-Pilot

Descrizione del lavoro

Bank of America Merrill Wealth Management is seeking a detail-oriented associate to support wealth management operations, performing standard transaction processing, reconciliation, and client inquiries. You will partner with internal teams and external clients to deliver accurate, timely service.

Requirements include at least 1 year in client servicing or banking exposure, strong organization, and proficiency with Microsoft Office.