Relationship Manager

Bank of America · Winter Park, FL · 2 mo ago

Business DevelopmentFull-time

Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
Attends client review meetings to assist with relationship deepening conversations
Executes on the team service model, including engaging with specialists/partners to address client's needs, capture notes and follow up in Salesforce, and track all actions/activities to ensure
Manages aspects of the client relationship process, including client onboarding and resolving escalations
Affords assistance to the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Maintains and reports on client satisfaction and manages the resolution of client escalations

Must have the 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual’s experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Lead through collaboration and influence without direct authority
Show thorough knowledge and understanding of the suite of Wealth Management products and services
Show proven ability to manage risk and support sound decisions
Show thorough knowledge and understanding of the suite of Wealth Management products and services
Show proven ability to manage risk and support sound decisions
Show thorough knowledge and understanding of the suite of Wealth Management products and services
Show proven ability to manage risk and support sound decisions

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