Consumer Investments - Client Solutions Specialist

Bank of America • San Francisco, CA

1d • $35 - $40 • Onsite

About The Position

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting Senior National Financial Solution Advisors (Sr. NFSAs), Senior Financial Solitons Advisors (FC Sr. FSAs) and select top performing Financial Center Financial Solutions Advisors (FC FSAs) by providing remote operations and brokerage assistance from the financial center, allowing advisors to prioritize building relationships with new and prospective clients. Key responsibilities include providing dedicated reactive and proactive brokerage support to FSAs, their clients, and prospects.

Requirements

• Fluent Mandarin speaker
• Demonstrated ability to deliver high‑quality brokerage and operational support, including account maintenance, money movement, onboarding, and service requests
• Strong communication skills with the ability to engage professionally with FSAs, clients, and internal partners
• Proven ability to prioritize and manage multiple tasks in a fast‑paced environment while maintaining accuracy and attention to detail
• Strong critical‑thinking and problem‑solving skills to research, resolve, and escalate complex client and account issues
• Customer‑focused mindset with the ability to build and sustain relationships through proactive outreach and reliable service
• Ability to follow established policies, procedures, and regulatory guidelines to manage risk and ensure high-quality service delivery
• High level of emotional intelligence, active listening, and professionalism when interacting with clients and internal partners
• Proficiency with written and oral communication required to document issues, articulate solutions, and support FSAs effectively
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Experience in brokerage operations, wealth management support, or financial‑services client servicing
• Familiarity with Merrill products and platforms (MGIA, MEAA, MGI, MESD, CEW, CMC)
• Working knowledge of One‑Team partnership dynamics and previous exposure to advisor support workflows
• Ability to influence outcomes and support sales efforts through effective relationship building and consultative communication
• Prior experience with issue management, case research, or escalated problem resolution
• Strong collaboration skills and comfort working across multiple operational or support teams
• Understanding of risk identification, mitigation practices, and adherence to enterprise control frameworks

Responsibilities

• Provide Senior National Financial Solution Advisors (Sr. NFSAs), Senior Financial Solitons Advisors (FC Sr. FSAs) with ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing with an Advisor (MGIA), Merrill Edge Select Portfolios (MESP), Merrill Guided Investing (MGI), and Merrill Edge Self-Directed (MESD) accounts
• Connects regularly with FSAs to build relationships with them and their clients by providing dedicated operational and sales support, such as account service, maintenance, and management and oversees the onboarding, funding, and enrollment process
• Conducts outreach to FSA clients to set up and confirm appointments, assists with managing the client relationship by increasing One-Team partnerships, improves book management, and serves as an additional point of contact to provide service activities
• Partners with support teams to conduct in-depth research and resolution of complex situations and escalations in a timely fashion

Benefits

• This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED