Bank of America
Account Management Ops Representative – Merrill Onboarding and Maintenance
Pennington +2 · Full-time · Posted Oct 15, 2026
- Location
- Pennington
Jacksonville
Tampa - Experience
- Minimum of 1 year.
About the job
Supports Merrill brokerage account onboarding and maintenance by reviewing documentation, processing account requests, resolving routine exceptions, and communicating with clients and internal partners.
What you'll do
- Review and process account opening and maintenance requests, including checking documentation and obtaining required approvals or exceptions.
- Respond to inquiries, provide status updates, and research and resolve routine processing errors and exceptions.
- Provide operational support, maintain records, and escalate risk concerns or complex issues appropriately.
What they ask for
- At least 1 year of experience supporting brokerage accounts or clients in operations, client service, customer service, or a related environment.
- Experience managing a high-volume personal caseload and consistently meeting 48-hour turnaround times.
- Ability to resolve routine exceptions within established guidelines, recognize risks, and escalate issues appropriately.
- Strong written and verbal communication skills; flexibility to work Monday through Friday between 8:00 AM and 6:00 PM.
Nice to have
- Experience reviewing legal and/or tax documentation.
- Experience using (SRP) Service Request Portal.
Pay
$25.00 - $26.62 USD hourly base salary
Tools
(SRP) Service Request Portal
Model-written summary · the original posting is authoritative