Wealth Operations & Onboarding Specialist
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Finance & Banking
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management unit seeks a detail‑oriented operations professional to manage onboarding, asset transfers, and related client servicing. You will reconcile transactions, support account openings, and collaborate with Financial Advisors and Client Associates to ensure timely transitions.
Knowledge of FINRA/REG BI compliance is essential. The role emphasizes accurate processing, risk awareness, and proactive process improvements within a high‑priority wealth management
The following position is for a Wealth Operations & Onboarding Specialist with Bank of America Corporation.
Join Bank of America Corporation and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Operations & Onboarding Specialist role at Bank of America Corporation, based in Chandler, AZ, United States.
We are looking to fill the Wealth Operations & Onboarding Specialist position at Bank of America Corporation in Chandler, AZ, United States.
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