Merrill Wealth Management Associate Client Relationship Manager

20 hours ago


Albuquerque, New Mexico, United States Bank of America Full time

About the Role:

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 the service expectations of our clients are met and exceeded, while balancing risk and exposure to the firm.

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

Requirements:

  • Self-motivated, client-centric individual with or able to obtain Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
  • Strong client service and communication skills
  • Minimum 3 - 5 years financial services experience preferred
  • Knowledge of regulatory, supervisory, and corporate policies and procedures
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
  • Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus

Desired Qualifications:

  • Bachelor's degree or equivalent work experience

Work Environment:

This role is based in the United States and requires a 1st shift schedule with 40 hours per week.



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