Consumer Investment, Client Solutions Specialist

Bank of America

. Support Senior National Financial Solution Advisors, Senior Financial Solutions Advisors, and select top-performing Financial Center Financial Solutions Advisors .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $36 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing high-quality brokerage and operational support, including account maintenance, onboarding, and service requests, while maintaining strong client relationships and adhering to regulatory guidelines.

Highest-signal resume keywords

Brokerage SupportAccount MaintenanceClient Relationship ManagementProblem-Solving SkillsCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ServiceMoney MovementOnboardingService RequestsOperational Support

Soft Skills

Customer-Focused MindsetAttention to DetailCritical ThinkingEmotional IntelligenceActive Listening

Certifications & Qualifications

High School DiplomaGEDFDICSafe ActFINRA Restrictions

Industry Keywords

Financial SolutionsClient ServiceRegulatory GuidelinesOutreachBook Management

About the role

Key responsibilities & impact

Support Senior National Financial Solution Advisors, Senior Financial Solutions Advisors, and select top-performing Financial Center Financial Solutions Advisors
Provide inbound brokerage support for service requests, money movement, new accounts, and Merrill investment products
Provide operational and sales support, including account service, maintenance, management, onboarding, funding, and enrollment
Conduct outreach to clients to schedule and confirm appointments
Assist with client relationship management, One-Team partnerships, and book management
Serve as an additional client service point of contact
Research and resolve complex situations and escalations with support teams

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Demonstrated ability to deliver high-quality brokerage and operational support, including account maintenance, money movement, onboarding, and service requests
Strong communication skills 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
Customer-focused mindset and ability to build and sustain relationships
Ability to follow policies, procedures, and regulatory guidelines
High emotional intelligence, active listening, and professionalism
Proficiency in written and oral communication
FDIC, Safe Act, Loan Originators, and FINRA restrictions apply to certain criminal histories

Benefits

Comp & perks

Inclusive workplace culture
Opportunities to learn, grow, and make an impact
Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Annual discretionary incentive plan eligibility
Paid time off
Resources and support for employees