Wealth Onboarding & Accounts Operations Analyst

Bank of America; Pennington (NJ); On-site; USD 34,000 - 47,000; Full time

Job summary

Bank of America in Pennington, NJ is seeking a Merrill Onboarding and Maintenance Associate to support the creation, onboarding and maintenance of client brokerage accounts. This role focuses on delivering quality service and efficient operations support for internal partners and external clients, with guidance from a team lead as needed.

You will handle high-volume casework, validate necessary documents, respond to client inquiries, and collaborate with partners to ensure timely updates within

Qualifications

• Minimum 1 year of experience supporting Merrill Wealth Management brokerage accounts in service or operations.
• Experience managing a high-volume personal caseload, prioritizing work to meet 48-hour turnaround timeframes.
• Demonstrated ability to apply judgment within established guidelines to resolve routine exceptions while maintaining risk awareness and escalating issues appropriately.
• Strong written and verbal communication skills for effective phone and email interaction with internal partners.
• Ability to be flexible within the hours of 8:00 AM - 6:00 PM Monday through Friday.

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation by validating items for good order, and completing required updates.
• Reviews and approves required account documentation by approving or completing cases and obtaining legal review or approved exceptions when needed.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests.
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by executing control reports and storing required evidence.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing status updates, returning items for missing information, and confirming when requests are completed.
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational

Skills

Account Management

Customer Focus

Oral Communications

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Recording Information

Result Orientation

Numerical Reasoning

Job description

Bank of America in Pennington, NJ is seeking a Merrill Onboarding and Maintenance Associate to support the creation, onboarding and maintenance of client brokerage accounts. This role focuses on delivering quality service and efficient operations support for internal partners and external clients, with guidance from a team lead as needed.

You will handle high-volume casework, validate necessary documents, respond to client inquiries, and collaborate with partners to ensure timely updates within