Wealth Ops Associate – Client Service & Reconciliation

Bank of America; New York (NY); On-site; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management, a unit of Bank of America, is a leading provider of wealth management and investment services. This role supports standard transaction processing, reconciliation, and research requests for the wealth management business, with independent work and escalation to team lead for complex issues.

The position emphasizes in-office collaboration, with flexibility based on role-specific responsibilities and business needs, and offers exposure to a broad client base and

Qualifications

• Strong foundational education required with HS diploma or equivalent.
• Experience in banking/financial services is preferred (from the Desired Qualifications).
• Ability to communicate clearly and maintain high-quality customer service.

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

Merrill Wealth Management, a unit of Bank of America, is a leading provider of wealth management and investment services. This role supports standard transaction processing, reconciliation, and research requests for the wealth management business, with independent work and escalation to team lead for complex issues.

The position emphasizes in-office collaboration, with flexibility based on role-specific responsibilities and business needs, and offers exposure to a broad client base and