Wealth Operations Specialist – Transactions & Client Service

Bank of America; Allentown (Lehigh County); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America, Merrill Wealth Management is seeking an Operations Associate to support wealth management operations. You will perform standard transaction processing and reconciliations, respond to client inquiries, and help maintain high-quality service.

The role requires strong organizational skills, ability to prioritize, and comfort with new technology for digital banking. This position aligns with an in-office culture emphasizing collaboration and career development.

Qualifications

• High school diploma or equivalent required; relevant internship or banking exposure desirable.
• Strong organizational skills with ability to manage multiple tasks and deadlines.
• Proficiency with Microsoft Office (Excel, PowerPoint, Copilot) and comfortable learning new tech.
• Excellent verbal and written communication, ability to provide quality client service.

Responsibilities

• Process standard transactions and perform reconciliations per guidelines.
• Respond to client inquiries across multiple channels to support operations and service quality.
• Conduct basic research and resolve routine requests; escalate complex issues as needed.
• Identify potential issues in daily tasks and raise risk concerns to the team lead.
• Provide general operational support including inbound calls and mail handling.

Skills

Customer Service

Prioritization

Data Analysis

Oral Communications

Written Communications

Research Analysis

Process Management

Quality Assurance

Team Collaboration

Education

High School Diploma / GED

Tools

Microsoft Office Suite

Copilot

Job description

Bank of America, Merrill Wealth Management is seeking an Operations Associate to support wealth management operations. You will perform standard transaction processing and reconciliations, respond to client inquiries, and help maintain high-quality service.

The role requires strong organizational skills, ability to prioritize, and comfort with new technology for digital banking. This position aligns with an in-office culture emphasizing collaboration and career development.