Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: Up to 90% travel required to Merrill Branch offices and flexible to meet varying hours/days when necessary. Maintain clear line of sight on account opening policy and procedure processes with an in-depth knowledge of general bank policies, programs, and procedures. End-to-end client onboarding and asset transfer process including systems, documentation, follow-up, and follow-through. Create executive level transition tracking progress for each onsite project. Facilitate client meetings with FAs and CAs regarding onboarding and asset transfer questions. Coordinates training new CAs/and or internal Merrill CAs in taking over transition. Assisting Branch personnel in account transfers, Broker Dealer Changes on 529 plans, Life Insurance Policies and LMA processing. Ensure rigorous tracking and inspection routines of all onboarding documents for a consistent and compliant performance execution. (FINRA 2273, REG BI and CRS). Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service. Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions. Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units. Required Qualifications: Minimum of 2 years’ experience in an investment operations role or equivalent Project management experience Excellent time management skills Intermediate knowledge of Financial Services Industry. Must be proficient in Microsoft Office suite: PowerPoint, Excel, Word, OneNote. Develop and maintain positive relationships with all internal and external contacts to promote expeditious problem resolution. Works well under pressure and manages confidential matters and sensitive information in a responsible manner. Ability to manage multiple priorities and deliver quality results under aggressive deadlines. Strong written/verbal communication and relationship management skills, able to influence with impact across the organization. Champion process knowledge, operational excellence and maintain an elevated level of personal integrity and comply with the enterprise policy and procedures. Highly organized, meticulous, and self-motivated with ability to investigate and resolve complex problems. Capable of effectively leading teammates to drive excellence and motivate on any transitions especially an ultra-high profiled/heavily observed projects. Desired Qualifications: Undergraduate degree preferred or Industry work experience equivalents. Skills: Attention to Detail Customer and Client Focus Oral Communications Prioritization Problem Solving Account Management Analytical Thinking Coaching Written Communications Mentoring Research Result Orientation Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $27.50 - $36.00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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