Wealth Operations Specialist: Client Service

Bank of America; Philadelphia (Philadelphia County); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an operations-focused professional to support standard transaction processing, reconciliation, and research requests within wealth management.

You will handle client inquiries, assist internal partners, and escalate complex issues to team leads while maintaining a client-centered service mindset. Onsite in the Philadelphia area with 37.5 hours weekly; requires 1 year in client servicing and strong Microsoft Office skills.

Qualifications

• Minimum 1 year experience in client servicing or banking exposure.
• Strong organizational and multi-tasking abilities to manage priorities.
• Proven problem-solving and critical thinking skills.
• Ability to learn and use banking technology and digital tools.
• Comfort working in a fast-paced environment with evolving responsibilities.
• Professional verbal and written communication skills.
• Proficiency in Excel, PowerPoint, and related Office tools.

Responsibilities

• Performs standard transaction processing and reconciliation per guidelines.
• Responds to client inquiries across multiple channels.
• Conducts basic research and follows up on routine requests.
• Identifies issues in daily tasks and escalates risks as needed.
• Provides general operational support including inbound calls and mail handling.

Skills

Organizational skills

Multi-tasking

Critical thinking

Digital Banking knowledge

Verbal and written communication

Problem-solving

Attention to detail

Education

High School Diploma / GED

Tools

Microsoft Office

Co Pilot

Job description

Bank of America’s Merrill Wealth Management is seeking an operations-focused professional to support standard transaction processing, reconciliation, and research requests within wealth management.

You will handle client inquiries, assist internal partners, and escalate complex issues to team leads while maintaining a client-centered service mindset. Onsite in the Philadelphia area with 37.5 hours weekly; requires 1 year in client servicing and strong Microsoft Office skills.