Senior Operations Representative – Merrill Wealth Management

Bank of America • Philadelphia, PA

7d

About The Position

Merrill Wealth Management provides goals-based wealth management, investment products, and services for individuals, companies, and institutions. Its advisory teams combine Merrill investment insights with the banking convenience of Bank of America. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

The Senior Operations Representative supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. The role provides quality service and efficient operational support 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 first shift and scheduled for 37.5 hours per week. Selected internal employees 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, 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 services.
• 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.
• Minimum education: 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 to 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.

What This Job Offers

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