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Merrill Wealth Management Associate Client Relationship Manager

2 months ago

Miami, United States Bank of America Full time
Associate Client Relationship Manager Opportunity at Merrill Wealth Management

Merrill Wealth Management is a leading provider of wealth management and investment solutions for individuals, companies, and institutions. With a focus on goals-based wealth management, they offer services for retirement planning, education, and other life goals. The company values diversity and empowers employees to bring their unique perspectives to work.

Position Overview:
  • Support the business objectives and profitability of the Market
  • Direct report to the Division Client Relationship Manager and Market Executive
  • Manage Client Associates, Service Support Staff, and Market Operations
  • Participate in client service delivery and management
Key Qualifications:
  • Obtain necessary licenses (Series 7, Series 66, Series 9, Series 10)
  • Strong client service skills and communication abilities
  • 35 years of financial services experience preferred
  • Knowledge of regulatory and corporate policies
  • Organizational skills and team management experience
Desired Qualifications:
  • Bachelor's degree or equivalent work experience
Work Schedule:

First shift (United States of America)

Hours Per Week:

40