Consumer Investments - Client Solutions Specialist
On-siteChandler, Arizona, United States
Job Summary
Provide Senior National Financial Solution Advisors with ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing and related account types. Connect regularly with Financial Solutions Advisors to build relationships by providing dedicated operational and sales support, such as account service, maintenance, and management. Conduct outreach to set up and confirm appointments, assist with managing client relationships, and oversee the onboarding, funding, and enrollment process. Partner with support teams to conduct in-depth research and timely resolution of complex situations and escalations. This role involves 40 hours per week in the 1st shift, with a focus on One-Team partnerships and improving book management.
Required Qualifications
- 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
Desired Qualifications
- 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
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