Senior Operations Representative – Merrill Wealth Management

Bank of America • Bridgewater, MA

8d • $25 - $45 • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services. The Senior Operations Representative supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. The role provides efficient, high-quality operations support and service to internal business partners and/or external clients, operating with some independence and referring complex issues and escalations to a team lead or manager.

The position is based at 100 Somerset Corporate Blvd in Bridgewater, New Jersey. Merrill describes its culture as in-office and collaboration-focused, with flexibility based on role responsibilities and business needs. The role is first shift and scheduled for 37.5 hours per week. The position pays $25.00–$45.00 per hour, depending on experience, education, and skill set, and is eligible for an annual discretionary incentive plan. It is benefits-eligible, with access to paid time off and other employee resources and support.

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, prioritize, and deliver 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 tools.
• Enjoys a fast-paced environment with changing and evolving responsibilities.
• Professional verbal and written communication skills.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and CoPilot.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

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

Responsibilities

• Performs standard transaction processing and reconciliation according to 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, sorting mail, and distributing mail.
• Prepares and maintains operational, management, and ad hoc reports.
• Oversees document control and record retention processes.
• Coordinates office supply inventory and ordering.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Employee resources and support.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, business or group contributions, and company success.

What This Job Offers

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