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Wealth Ops Specialist — Client-Centric & Data-Driven
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-08-17
Listing for:
Bank of America
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team seeks a detail-oriented operations professional in Roseville, CA. The role focuses on standard transaction processing, reconciliation, and resolving research requests to support wealth management clients and internal partners.
You will handle inquiries, perform basic research, and assist with routine operational tasks, contributing to smooth client service and compliant processes.
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