Relationship Manager
Bank of America · Walnut Creek, CA · 3 wk ago
Business DevelopmentFull-time
Responsibilities
- 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
- 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
Skills
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
Requirements
- Either Series 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
- 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
- Proven ability to manage risk and support sound decisions
- Show thorough knowledge and understanding of the suite of Wealth Management products and services
Benefits
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Pay
The pay range for this role is $60,000 to $120,000 annually.
Schedule
This position is available on a 1st shift (United States of America) schedule with 40 hours per week.