Wealth Operations Support Specialist

NBMBAA; Chandler (AZ); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America seeks a Wealth Management Operations professional to handle standard transaction processing, reconciliation, and client support across channels. The role emphasizes accuracy, efficiency, and collaboration with internal partners and clients to maintain service quality.

The position requires a high school diploma or GED, 40-hour work week, and first-shift hours in the United States, within an in-office culture that supports collaboration and professional growth.

Qualifications

• High School Diploma or GED or equivalent is required.
• 1st shift (United States of America)
• 40 hours per week.

Responsibilities

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills

Business Operations Management

Customer Service Management

Prioritization

Reporting

Trade Operations Management

Data Collection and Entry

Data and Trend Analysis

Organizational Effectiveness

Process Management

Quality Assurance

Customer and Client Focus

Oral Communications

Research Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Wealth Management Operations professional to handle standard transaction processing, reconciliation, and client support across channels. The role emphasizes accuracy, efficiency, and collaboration with internal partners and clients to maintain service quality.

The position requires a high school diploma or GED, 40-hour work week, and first-shift hours in the United States, within an in-office culture that supports collaboration and professional growth.