Relationship Manager

2 weeks ago

Campbell, United States Bank of America Full time

Relationship Manager - EGP San Jose, California 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, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Join us Job Responsibilities: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Responsibilities: Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time-sensitive updates to the team and monitoring and reporting on client satisfaction. Attends client review meetings to assist with relationship deepening conversations. Executes on the team service model, including engaging with specialists/partners to address client's needs. Manages aspects of the client relationship process, including client onboarding and resolving escalations. Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy. Skills: Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. Obtain and/or maintain at least one firm approved designation. Strong leadership abilities, communication and delegation skills. Understanding of how to deliver a strong overall client experience. Thorough knowledge and understanding of the suite of Wealth Management products and services. Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures. Strong analytical skills with the ability to identify trends, root causes, and effects and implement improved processes to increase growth and mitigate risk. Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence the desired outcome, without direct authority. Shift: 1st shift (United States of America) Hours Per Week: 40 J-18808-Ljbffr

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