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Wealth Management Operations Specialist

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: National Black MBA Association
Full Time position
Listed on 2026-08-25
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 38000 - 60000 USD Yearly USD 38000.00 60000.00 YEAR
Job Description & How to Apply Below

Merrill Wealth Management is seeking an associate to handle standard transaction processing, reconciliation, and research requests in support of the wealth management business. You will provide quality service and efficient operations support for internal partners and external clients, with some independence and escalation to team lead as needed.

The role emphasizes collaboration, accuracy, and timely responses across channels, enabling the advisory teams to serve clients effectively and

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