Wealth Operations & Onboarding Specialist

Bank of America; Chandler (AZ); Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

Bank of America’s Merrill Wealth Management unit seeks a detail‑oriented operations professional to manage onboarding, asset transfers, and related client servicing. You will reconcile transactions, support account openings, and collaborate with Financial Advisors and Client Associates to ensure timely transitions.

Knowledge of FINRA/REG BI compliance is essential. The role emphasizes accurate processing, risk awareness, and proactive process improvements within a high‑priority wealth management

Qualifications

• Minimum 2 years’ experience in an investment operations or equivalent role.
• Project management experience and ability to handle multiple priorities.
• Proficiency with Microsoft Office and ability to analyze data.
• Strong written and verbal communication with internal and external contacts.

Responsabilités

• Handle moderately complex transaction processing, reconciliation, and onboarding.
• Support account openings, asset transfers, and related client inquiries.
• Coordinate with Merrill FAs/CAs on onboarding and transfers.
• Ensure compliance with FINRA, REG BI and CRS policies.

Connaissances

Attention to detail

Communication skills

Problem solving

Time management

Team collaboration

Formation

Undergraduate degree or equivalent experience

Outils

MS Office

Description du poste

Bank of America’s Merrill Wealth Management unit seeks a detail‑oriented operations professional to manage onboarding, asset transfers, and related client servicing. You will reconcile transactions, support account openings, and collaborate with Financial Advisors and Client Associates to ensure timely transitions.

Knowledge of FINRA/REG BI compliance is essential. The role emphasizes accurate processing, risk awareness, and proactive process improvements within a high‑priority wealth management