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Bank of America
Bank of America
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Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
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Account Management Operations Analyst, Merrill Onboarding and Maintenance

Process onboarding and maintenance requests for Merrill brokerage accounts, reviewing documents and resolving exceptions. Support high-volume client operations and account servicing.

USUnited StatesFLFloridaNJNew Jersey
$25 – $34 / hour
On-siteFull-timeJuniorNo degree requiredEnglish RequiredAccount ManagerSales

Description

  • Support account setup, onboarding, and maintenance in line with established procedures.
  • Deliver operations support to internal partners and external clients.
  • Help train newer team members.
  • Review documents, verify requirements, and process account changes and client communications.
  • Check documentation for completeness and make required updates.
  • Approve or complete cases, seeking legal review or authorized exceptions when required.
  • Investigate and resolve complex routine requests through follow-up.
  • Run control reports, retain supporting evidence, and flag opportunities to improve processes.
  • Handle client questions by phone, email, and other channels.
  • Share request updates, return incomplete submissions for missing information, and confirm when work is complete.
  • Understand end-to-end workflows, controls, risks, and upstream and downstream effects.

Requirements

  • At least one year supporting Merrill Wealth Management brokerage accounts in a service or operations role.
  • Experience handling a high-volume personal caseload while meeting 48-hour turnaround targets consistently.
  • Use sound judgment within established procedures to resolve routine exceptions, remain alert to risk, and escalate issues when appropriate.
  • Strong written and spoken communication skills for phone and email interactions with internal partners.
  • Availability to work Monday through Friday within the hours of 8:00 AM to 6:00 PM.
  • At least one year reviewing legal or tax documents.
  • Experience with the Service Request Portal (SRP).

Benefits

  • Eligible for benefits.
  • Paid time off.
  • Employee resources and support.
  • An in-office environment that encourages collaboration, engagement, and career development.
  • Opportunities to learn, develop, and contribute.

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