GWIM Sr Operations Rep

Bank of America • Allentown, PA

9d

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. It specializes in goals-based wealth management, including advice and guidance for retirement, education, legacy, and other life goals. Merrill’s advisory teams combine investment insights with the banking convenience of Bank of America. The company describes its culture as in-office and focused on collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

This role supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. It provides quality service and efficient operational support to internal business partners and/or external clients. The employee works with some independence and refers more complex issues and escalations to a team lead or manager. The position is listed as first shift, 37.5 hours per week. Employees working from home may apply, but a selected candidate may be required to work onsite under the workplace excellence policy.

Requirements

• At least 1 year of experience in client servicing, a professional or relevant internship capacity, or exposure to the banking or financial industry.
• Strong organizational skills, including the ability to manage multiple responsibilities and prioritize while delivering results.
• Strong critical-thinking and problem-solving skills to meet client needs.
• Ability to learn and understand technology to assist clients with digital and digital banking services.
• Ability to work in a fast-paced environment with changing and evolving responsibilities.
• Professional verbal and written communication proficiency.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and CoPilot.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Knowledge of investment and banking products, policies, and procedures.
• Undergraduate degree or equivalent experience preferred.

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 up on 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 complex issues and escalations to the team lead or manager.

What This Job Offers

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