Wealth Operations Specialist - Client & Trade Support

Bank of America; Bridgewater (MA); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America, Merrill Wealth Management, is seeking an in-office operations associate to support standard transaction processing, client inquiries, and routine research requests. The role emphasizes collaboration with the advisory team and a demand for solid organizational and communication skills.

Ideal candidates bring 1 year in client service or banking exposure, comfort with Digital Banking, and proficiency in Microsoft Office. A fast-paced environment and strong teamwork are key."

Qualifications

• Minimum 1 year experience in client servicing or banking/financial exposure.
• Strong organizational skills including the ability to manage multiple responsibilities and prioritize while delivering results.
• Applies strong critical thinking and problem-solving skills to meet client needs.
• Ability to learn and use Digital Banking tools to assist clients.
• Comfort with a fast-paced environment and evolving responsibilities.
• Professional verbal and written communication.
• Proficiency in Microsoft Office applications: Excel, PowerPoint, Co Pilot.

Responsibilities

• Performs standard transaction processing and reconciliation per guidelines.
• Responds to client inquiries via multiple channels to support operations and service.
• Conducts basic research and resolves routine requests.
• Identifies issues and Escalates risk concerns when needed.
• Provides general operational support including inbound calls and mail handling.
• Prepares and maintains operational and ad hoc reports.
• Manages document control and retention.
• Coordinates office supplies and inventory.

Skills

Customer Service Management

Organizational Skills

Communication

Time Management

Problem Solving

Digital Banking

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office Suite

Excel

PowerPoint

CoPilot

CRM software

Job description

Bank of America, Merrill Wealth Management, is seeking an in-office operations associate to support standard transaction processing, client inquiries, and routine research requests. The role emphasizes collaboration with the advisory team and a demand for solid organizational and communication skills.

Ideal candidates bring 1 year in client service or banking exposure, comfort with Digital Banking, and proficiency in Microsoft Office. A fast-paced environment and strong teamwork are key."