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Merrill Associate Client Relationship Manager
2 months ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.
We believe in creating a workplace that is inclusive, diverse, and respectful. Our employees are empowered to bring their whole selves to work, and we value their unique perspectives and experiences.
Position Overview:The Associate Client Relationship Manager (ACRM) plays a critical role in supporting the firm's business objectives and contributing to the market's profitability and revenue growth. This role is responsible for ensuring that client service expectations are met and exceeded, while balancing risk and exposure to the firm.
The ACRM serves as a direct report to the Division Client Relationship Manager (DCRM) and partners with the Market Client Relationship Manager in managing the client associates, service support staff, and market operations functions.
Key Responsibilities:- Promote client satisfaction while balancing risk and exposure for Merrill
- Review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the market's client associates and service support staff
- Develop an understanding of and exposure to a variety of topics, including Merrill products & services, trend analysis, risk assessment, human resources, and broad industry knowledge
- Series 7 (SIE, 7 Top-Off) and Series 66 (or Series 63 and Series 65) licenses
- Strong client service and communication skills
- Minimum 5 years of financial services experience
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge
- Good organizational skills, including the ability to effectively plan, organize, and prioritize tasks
- Bachelor's degree or equivalent work experience
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
The company also prohibits discrimination on other bases, such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.
