Market Client Relationship Manager

7 days ago


Winter Park, Florida, United States Bank of America Full time
Market Client Relationship Manager (MCRM) Position at Merrill Wealth Management

The Market Client Relationship Manager (MCRM) directly reports to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). As a member of the market leadership team, the MCRM is responsible for managing Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. They play a crucial role in executing Market Strategy Plans, working closely with advisor teams to deliver a branded client service model emphasizing digital solutions and enterprise capabilities.

Specific Responsibilities:
  • Ensure client service expectations are exceeded while managing risk for Merrill
  • Manage the branch's Wealth Management Client Associates and Service Support Staff
  • Represent the office and Merrill with various stakeholders
  • Coach teams to deliver modern, digital-first service
  • Identify opportunities to connect Financial Advisors and clients to broader enterprise offerings
  • Ensure compliance with industry regulations, policies, and procedures
Key Qualifications:
  • Candidates must hold specific licenses such as SIE, Series 7, Series 66, Series 9, Series 10, Series 3, and Series 31
  • Minimum 5+ years of professional experience required
  • Strong knowledge of regulatory requirements and corporate policies
  • Expertise in investment products and trend analysis
  • Excellent customer service, communication, and management skills
Desired Qualifications:
  • Bachelor's degree or equivalent work experience
Additional Details:

The Market Client Relationship Manager (MCRM) is responsible for managing the client service experience, proactive client service, client advocacy, and problem resolution within the Division and Market. They oversee client contact management, service delivery, transition management, and coordination of recruits. The role involves resolving complaints, transitioning accounts, managing branch office support staff, and facilitating various processes to enhance client satisfaction. The position also requires knowledge and experience in Operations management and compliance to ensure overall service satisfaction, retention, and acquisition.

Shift:

1st shift (United States of America)

Hours Per Week:

40



  • Winter Park, Florida, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...


  • Winter Park, Florida, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...


  • Winter Park, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Winter Park, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Marketing Coordinator

    3 weeks ago


    Winter Park, Florida, United States The Balmoral Group Full time

    Marketing Coordinator The Balmoral Group, an innovative engineering and economics firm, is looking for a marketing professional—preferably with A/E/C industry experience, with a desire for details, and strong time management skills. This position's key roles are collaboration, information gathering, and data management. The responsibilities will require...

  • Marketing Coordinator

    2 months ago


    Winter Park, Florida, United States The Balmoral Group Full time

    Marketing Coordinator The Balmoral Group, an innovative engineering and economics firm, is looking for a marketing professional—preferably with A/E/C industry experience, with a desire for details, and strong time management skills. This position's key roles are collaboration, information gathering, and data management. The responsibilities will require...


  • Winter Park, Florida, United States NexGen Sports Group, Inc Full time

    Job Description Job Description Description: It's never just a job at TMRW Sports Group. It's a way of life We live and breathe entrepreneurial spirit, innovation, and sports. We believe each role is as unique as the person who does it. This person will serve as a leader on our broader Partnerships team and will have the unique opportunity to help build the...


  • Winter Park, Florida, United States StoneX Group Full time

    Overview: Overview: Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class...


  • Winter Park, Florida, United States Amanda Chase Koenig - State Farm Agent Full time

    Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Marketing Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter...

  • Premier Banker III

    7 days ago


    Winter Park, Florida, United States Truist Financial Corporation Full time

    Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advis Financial Planning, Banker, Winter, Financial Advisor, Relationship Manager, Client Service


  • Winter Garden, Florida, United States Florida Paints Full time

    :SummaryAs a Marketing & Sales Coordinator at Florida Paints, you will be instrumental in crafting and disseminating compelling branding messages and collateral for our products and services. This role requires adept multitasking, enabling you to manage various projects concurrently while adhering to strict deadlines. You will contribute to existing...


  • Winter Park, Florida, United States Phoenix East Aviation Full time

    Job DescriptionJob DescriptionSummaryThe Digital Solutions Manager will collaborate closely with the business units to maintain & improve websites, provide & manage application solutions to employees, and optimize productivity through tool development & technology management. The individual in this position must be a proactive problem-solver with a strong...


  • Winter Park, Florida, United States The Alfond Inn Full time

    *All applicants who are offered employment with The Alfond Inn will be subject to a criminal background check. Offers of employment are contingent on the successful completion of that background check*Overview:This position is primarily responsible for detailing, servicing, and delivering the group rooms and/or catering business, as well as achieving the...

  • Marketing Director

    7 days ago


    Avon Park, Florida, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • General Manager

    3 days ago


    Winter Park, Florida, United States Transdev Full time

    Transdev, Inc.Transdev North America is the largest private sector operator of multiple modes of transit in North America, providing bus, rail, paratransit, shuttle, sedan and taxi services. We manage over 300 transportation contracts for cities, transit authorities and airports, providing safe and sustainable mobility solutions. Our mission is to improve...


  • Winter Haven, Florida, United States The Ladders Full time

    What you'll bring to the team The Vice President of Marketing is responsible for creating and delivering marketing strategies for the LEGOLAND Florida Resort in order to increase awareness and drive business volume, revenue, and brand strength to ensure annual EBITDA targets are met. In this role you will lead all aspects of advertising and media, public...


  • Winter Park, Florida, United States Tews Company Full time

    Job DescriptionJob DescriptionPOS & Systems ManagerFood & BeverageBased in Orlando-Hybrid OpportunityExcellent Company Culture"Your Career, Your Choice: Partner with TEWS for Tailored Job Placements and Exceptional Opportunities At TEWS we understand that finding the right job is more than just filling a role—it's about finding the perfect fit for your...


  • Winter Park, Florida, United States AdventHealth Full time

    Center Manager II - AdventHealth Centra Care Lee RoadAll the benefits and perks you need for you and your family:Commitment to whole-person care, giving you the opportunity to help heal people in mind body and spirit.Fulfilling work with people who treat you like family.Excellent benefits, market-driven wages and career development opportunities.Recognized...


  • Winter Park, Florida, United States SEPHORA Full time

    HeaderJob ID: 247702Store Name/Number: FL-Winter Park (1156)Address: 1060 N Orlando Ave, Winter Park, FL 32789, United States (US)Hourly/Salaried: Salaried (Exempt)Job Type: Full TimePosition Type: RegularJob Function: Stores - LeadershipCompany Overview:At Sephora we inspire our customers, empower our teams, and help them become the best versions of...


  • Winter Park, Florida, United States A-Gas Americas Full time

    Job DescriptionJob DescriptionWho are we?A-Gas is the global expert in the supply and full life-cycle management of specialty chemicals and gases, providing refrigerants, blowing agents, fire protection agents, and carbon credits to our customers around the world. With industry-leading recovery, reclamation, and gas processing technologies, A-Gas continues...