Relationship Manager
2 weeks ago
Job Title: Relationship Manager
Job Summary:
We are seeking a skilled Relationship Manager to support our Financial Advisor team in developing and enhancing existing client relationships. As a key point of contact, you will be responsible for serving clients on non-administrative requests, supporting relationship management activities, and developing a client service model.
Key Responsibilities:
- Track client actions and activities to ensure high-level client service
- Attend client review meetings to assist with relationship deepening conversations
- Execute the team service model, engaging with specialists to address client needs
- Manage client relationship process, including onboarding and resolving escalations
- Assist Financial Advisors and Senior Business Managers in developing and monitoring client book segmentation strategy
Requirements:
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
- Safe Act Registration
- Individuals in this role must maintain a Form ADV-2B
- Obtain and/or maintain at least one firm-approved designation
- Strong communication and leadership skills
- Ability to manage multiple tasks and priorities
- Thorough knowledge of Wealth Management products and services
Why Bank of America?
We are committed to creating a diverse and inclusive workplace where everyone can thrive. Our employees are our greatest asset, and we invest in their growth and well-being. We offer a range of benefits, including competitive pay, comprehensive health insurance, and opportunities for professional development.
How to Apply:
Interested candidates should submit their application through our website. We look forward to reviewing your qualifications and discussing this opportunity further.
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