Wealth Operations Support Specialist

Bank of America Corporation; Chandler (AZ); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America Corporation in Chandler, AZ is seeking an entry-level Operations Support professional to handle standard transaction processing and reconciliation for wealth management clients. You will assist internal partners and external clients, ensuring timely service and accurate data entry.

The role requires a high school diploma or equivalent, strong communication skills, and the ability to work on 1st shift in an in-office setting.

Qualifications

• Minimum education is a high school diploma or equivalent.
• Experience in operations or customer service is preferred.
• Strong communication and organizational skills are required.

Responsibilities

• Performs standard transaction processing and reconciliation according to guidelines.
• Responds to client inquiries through multiple channels to support operations and service quality.
• Performs basic research and resolves routine research requests.
• Identifies issues and escalates risk concerns as needed.
• Provides general operational support including inbound calls and mail handling.

Skills

Business Operations Management

Customer Service Management

Trade Operations Management

Data Collection and Entry

Data and Trend Analysis

Process Management

Quality Assurance

Oral Communications

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in Chandler, AZ is seeking an entry-level Operations Support professional to handle standard transaction processing and reconciliation for wealth management clients. You will assist internal partners and external clients, ensuring timely service and accurate data entry.

The role requires a high school diploma or equivalent, strong communication skills, and the ability to work on 1st shift in an in-office setting.