Consumer Investment-Client Solutions Specialist

Bank of America • Chandler, AZ

1d • Onsite

About The Position

At Bank of America, the Consumer Investment-Client Solutions Specialist supports Senior National Financial Solution Advisors (Sr. NFSAs), Senior Financial Solutions Advisors (FC Sr. FSAs), and select top-performing Financial Center Financial Solutions Advisors (FC FSAs). The role provides remote operations and brokerage assistance from the financial center so advisors can focus on building relationships with new and prospective clients.

The specialist provides reactive and proactive brokerage support to advisors, their clients, and prospects. Support includes service requests, money movement, new account assistance, 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. The role also supports account service, maintenance and management; onboarding, funding and enrollment; client outreach and appointment coordination; and the research and resolution of complex situations and escalations.

Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but may be required to work onsite if selected. The position is first shift and is scheduled for 40 hours per week. The minimum education requirement is a high school diploma, GED, secondary school, or equivalent.

Requirements

• Demonstrated ability to deliver high-quality brokerage and operational support, including account maintenance, money movement, onboarding, and service requests.
• Strong communication skills and the ability to engage professionally with FSAs, clients, and internal partners.
• 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 and 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 emotional intelligence, active listening, and professionalism when interacting with clients and internal partners.
• Proficiency in written and oral communication 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, including MGIA, MEAA, MGI, MESD, CEW, and CMC.
• Working knowledge of One-Team partnership dynamics and exposure to advisor support workflows.
• Ability to influence outcomes and support sales efforts through 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 enterprise control frameworks.

Responsibilities

• Provide Sr. NFSAs and FC Sr. FSAs with ad-hoc inbound brokerage support, including service requests, money movement, new account support, and assistance with MGIA, MESP, MGI, and MESD accounts.
• Connect regularly with FSAs and provide dedicated operational and sales support, including account service, maintenance, and management.
• Oversee the onboarding, funding, and enrollment process.
• Conduct outreach to FSA clients to set up and confirm appointments.
• Help manage client relationships by increasing One-Team partnerships and improving book management.
• Serve as an additional point of contact for client service activities.
• Partner with support teams to research and resolve complex situations and escalations in a timely manner.

Benefits

• Bank of America describes benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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