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Added 10 hours ago
Consumer Investments Market Leader - Colorado North Market
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 10 hours ago
Consumer Investments Market Leader - N FL/GA Region
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 10 hours ago
Registered Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 10 hours ago
ML
Transaction Management Ops Analyst - BPRO Financial Transaction Review
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $36.92 USD / hour
Added 10 hours ago
ML
Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
Added 14 hours ago
Financial Solutions Advisor Consumer Investments - Ocoee, FL/West Orlando Market
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 18 hours ago
Life Services Operations Support Processor
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 18 hours ago
Consumer Investments Performance Manager
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 18 hours ago
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Registered Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
NY
- $25 to $45 USD / hour
Added 18 hours ago
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Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 2 days ago
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Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
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Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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Financial Solutions Advisor Registration Candidate - Bushwick Financial Center (Bi-Lingual Spanish Required)
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $28.85 to $33.65 USD / hour
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
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- $25 to $38.71 USD / hour
Added 3 days ago
Financial Solutions Advisor Registration Candidate - Birmingham Market
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 3 days ago
Wealth Management Client Associate - Bilingual Spanish Preferred
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 4 days ago
ML
Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
Added 4 days ago
ML
Financial Solutions Advisor Registration Candidate - North OC Market
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $28.85 to $33.65 USD / hour
Added 4 days ago
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Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
Added 4 days ago
ML
Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour

Merrill Lynch, Pierce, Fenner & Smith Inc

Life Services Operations Support Processor

United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

Performs standard transaction processing and reconciliation according to the 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, mail sorting, and mail distribution

Skills:

Business Operations Management
Customer Service Management
Prioritization
Reporting
Trade Operations Management
Data Collection and Entry
Data and Trend Analysis
Organizational Effectiveness
Process Management
Quality Assurance
Customer and Client Focus
Oral Communications
Research Analysis
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

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More about this job

Skills

Leadership
Transaction processing
Research
Operations management
Customer service
Prioritization
Reporting
Quality assurance

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