Wealth Operations Support Specialist

Bank of America; Jacksonville (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in the United States is seeking a Wealth Management Operations Associate to perform standard transaction processing, reconciliation, and routine research requests for internal partners and clients.

You will support the team with inbound calls, data entry, and quality assurance, working 40 hours per week on the first shift, with opportunities to grow in a collaborative, inclusive workplace.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Shift: 1st shift (United States of America)
• Hours Per Week: 40

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

Job description

Bank of America in the United States is seeking a Wealth Management Operations Associate to perform standard transaction processing, reconciliation, and routine research requests for internal partners and clients.

You will support the team with inbound calls, data entry, and quality assurance, working 40 hours per week on the first shift, with opportunities to grow in a collaborative, inclusive workplace.