Consumer Investment-Client Solutions Specialist

Bank of America • Chandler, AZ

3d • Onsite

About The Position

At Bank of America, this role supports Senior National Financial Solution Advisors, Senior Financial Solutions Advisors, and select top-performing Financial Center Financial Solutions Advisors by providing remote operations and brokerage assistance from the financial center. The support helps advisors prioritize building relationships with new and prospective clients. The position provides dedicated reactive and proactive brokerage support to advisors, their clients, and prospects.

The specialist provides brokerage and operational assistance, including account service, money movement, new account support, onboarding, funding, enrollment, and support for Merrill investment products and accounts. The role also conducts client outreach, helps manage appointments and client relationships, and partners with support teams to research and resolve complex matters and escalations.

Requirements

• Demonstrated ability to provide high-quality brokerage and operational support, including account maintenance, money movement, onboarding, and service requests.
• Strong communication skills and ability to engage professionally with advisors, 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 approach 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 advisors effectively.
• High School Diploma, GED, secondary school education, 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 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 ad hoc inbound brokerage support to Senior National Financial Solution Advisors and Senior Financial Solutions Advisors, 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.
• Connect regularly with Financial Solutions Advisors to build relationships with them and their clients by providing dedicated operational and sales support, including account service, maintenance, and management.
• Oversee onboarding, funding, and enrollment processes.
• Contact Financial Solutions Advisor clients to arrange and confirm appointments, help manage client relationships, increase One-Team partnerships, improve book management, and provide an additional point of contact for service activities.
• Partner with support teams to research and resolve complex situations and escalations in a timely manner.

Benefits

• Bank of America describes its 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