GWIM Sr Operation Rep

Bank of America • San Francisco, CA

4d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its services include goals-based wealth management, investment advice, and guidance. Merrill emphasizes transparency, collaboration, engagement, career development, and an in-office culture with flexibility based on role responsibilities and business needs.

The GWIM Sr Operation Rep supports the wealth management business by processing standard transactions, reconciling activity, and researching and resolving requests. The role provides efficient operational support and quality service to internal business partners and/or external clients. It operates with some independence, referring more complex issues and escalations to a team lead or manager.

The position is based at 555 California St, San Francisco, California. It is a first-shift role scheduled for 37.5 hours per week. The role is eligible for benefits and participation in an annual discretionary incentive plan. The hourly pay range is $26.00–$44.00, with offers determined based on experience, education, and skill set. Employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

• At least 1 year of professional or relevant internship experience.
• Strong verbal and written communication skills.
• Strong analytical skills, with the ability to maintain high customer-service quality and attention to detail.
• Ability to work independently, prioritize time, and demonstrate exceptional organizational skills.
• Ability to manage multiple and conflicting objectives, projects, or activities at once with minimal direction.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Previous experience in banking, financial services, or a related industry.
• Demonstrated ability to manage multiple priorities and tasks successfully in a fast-paced environment.
• Strong client-service orientation and commitment to exceptional customer experiences.
• Experience working in highly regulated environments and adhering to established policies, procedures, and compliance requirements.
• Proficiency with computer systems and digital technologies, including the ability to educate and assist clients and team members on digital capabilities and self-service tools.
• Excellent verbal and written communication skills and ability to convey information clearly to diverse audiences.
• Strong organizational skills, attention to detail, and ability to adapt to changing business needs.

Responsibilities

• Perform standard transaction processing and reconciliation according to established guidelines and procedures.
• Respond to client inquiries through multiple channels to support operational efficiency and quality client service.
• Conduct basic research and follow-ups, and resolve routine research requests.
• Identify potential issues in daily operational tasks and escalate risk concerns as appropriate.
• Provide general operational support, including handling inbound calls, sorting mail, and distributing mail.
• Refer more complex issues and escalations to the team lead or manager.

Benefits

• Benefits eligibility, including access to paid time off and employee resources and support.
• Eligibility to participate in an annual discretionary incentive plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED