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Client Relationship Manager
2 months ago
This is a challenging and rewarding opportunity to join the Bank of America team as a Relationship Manager. As a key member of the Irick Group - Merrill Private Wealth Management team, you will play a critical role in developing and enhancing existing client relationships.
Key Responsibilities- Support the Financial Advisor team to further develop and enhance existing client relationships.
- Provide specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the teams client service model.
- Candidates are required to currently hold Series 7 & 66 or 63/65.
- Candidates must obtain and/or maintain at least one firm approved designation.
- Candidate must have an inclusive mindset and be open to working with a diverse population.
- SAFE ACT Registration.
- Possess and demonstrate strong communication skills.
- Ability to lead through collaboration and influence without direct authority.
- Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once.
- Thorough knowledge and understanding of the suite of Wealth Management products and services.
- Proven ability to manage risk and support sound decisions.
- Ability to research escalated client issues for response/resolution.
Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
