Job Description
GWIM Senior Operations Representative
Birmingham, Alabama
• Job Description:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.
• Required:
+ Minimum of 1+ years professional or relevant internship experience required
+ Strong communication skills, both verbal and written
+ Strong analytical skills, able to maintain a high quality of customer service and attention to detail
+ Work independently, prioritize time and exceptional organizational skills
+ Manage multiple and conflicting objectives, projects or activities at once with minimal direction
• 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
• Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
• Shift:
1st shift (United States of America)
• Hours Per Week:
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, ****** orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2026/08/FCOE-Official-Notice-Eng-Final-8.30.2026.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and ******* abuse. Our Drug-Free Workplace and ******* Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized ******* on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and ******* Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Birmingham, Alabama
• Job Description:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.
• Required:
+ Minimum of 1+ years professional or relevant internship experience required
+ Strong communication skills, both verbal and written
+ Strong analytical skills, able to maintain a high quality of customer service and attention to detail
+ Work independently, prioritize time and exceptional organizational skills
+ Manage multiple and conflicting objectives, projects or activities at once with minimal direction
• 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
• Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
• Shift:
1st shift (United States of America)
• Hours Per Week:
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, ****** orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2026/08/FCOE-Official-Notice-Eng-Final-8.30.2026.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and ******* abuse. Our Drug-Free Workplace and ******* Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized ******* on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and ******* Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
💡 Quick Summary
Seeking a career-building opportunity? The GWIM Senior Operations Representative - Full-time position is now open for candidates interested in the Bank Jobs sector. This role in Alexander City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
