GWIM Sr. Operations Rep
About The Position
Merrill Wealth Management provides wealth management and investment products and services for individuals, companies, and institutions. It offers goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates support clients through personal relationships, investment insights, and the banking convenience of Bank of America. This role supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. It provides quality and efficient operational support to internal business partners and/or external clients. The position operates with some independence and refers more complex issues and escalations to a team lead or manager. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. The role is based at ONE BRYANT PARK - BANK OF AMERICA TOWER in New York, NY. It is a first-shift position with 37.5 hours per week. The stated pay range is $25.00–$45.00 per hour, with offers determined based on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including access to paid time off and employee resources and support.
Requirements
- Minimum of 1+ years of professional or relevant internship experience.
- Strong verbal and written communication skills.
- Strong analytical skills, with the ability to maintain high-quality customer service 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, and 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 clearly convey information 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 numerous channels to support operational efficiency and quality client service.
- Perform basic research, follow-ups, and resolution of 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.
Benefits
- Benefits eligibility
- Access to paid time off
- Resources and support for employees
- Eligibility to participate in the annual discretionary incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
