Senior Operations Representative – Merrill Wealth Management

Bank of America • Philadelphia, PA

9d

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. This position supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. The role provides effective, 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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but a selected candidate may be required to work onsite in accordance with the workplace excellence policy. The position is listed as first shift and works 37.5 hours per week.

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.
• Comfort working in 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.
• Minimum education requirement: 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

• Performs standard transaction processing and reconciliation according to established guidelines and procedures.
• Responds to client inquiries through multiple channels to support operational efficiency and quality client service.
• Conducts basic research and follow-ups and resolves 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.
• Refers more complex issues and escalations to the team lead or manager.

What This Job Offers

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