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Relationship Manager Winter Park Florida Additional locations
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Refer a friend
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Job Description
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management including planning for retirement education legacy and other life goals through investment advice and guidance.
Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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.
At Merrill we empower you to bring your whole self to work. We value diversity in our thoughts business and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.
Internal employees who are currently working from home are still eligible to apply. However if selected for the role you may be required to work onsite in accordance with the workplace excellence policy.
Job Description
This job is responsible for supporting the Financial Advisor FA team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requestsneeds while supporting relationship management activities and developing implementing and monitoring the teams client service model. Job expectations include assisting with client meetings related to investment strategy account performance new products and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans and as such is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration employees are required to register and to submit to the required SAFE Act background check. Failure to obtain andor maintain SAFE Act registration may result in disciplinary action up to and including termination.
Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities acting as a key point of contact for clients on any non-administrative requestsneeds. They 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. They engage portfolio managers product specialists andor relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor andor team Senior Business Manager to develop implement and monitor the teams client service model.
Responsibilities
Tracks all client actionsactivities 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 specialistspartners to address clients needs capture notes and follow up in Salesforce and track all actionsactivities to ensure
Manages aspects of the client relationship process including client onboarding and resolving escalations
Assists the Financial Advisor team andor Senior Business Managers in developing and monitoring the teams client book segmentation strategy
Monitor and report on client satisfaction and manage the resolution of client escalations
Required Qualifications
Must have the 7 and 66 licenses or Series 7 63 and 65 licenses must obtain all state registrations held by the Financial Advisors and Advisor Teams they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV-2B which provides clients details on individuals experience and educational background along with other requirements governed by the U.S. Securities and Exchange Commission SEC
Obtain andor maintain at least one firm approved designation
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 responseresolution
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
Minimum Education Requirement High School Diploma GED Secondary School or equivalent
Shift1st shift United States of America
Hours Per Week 40
Learn more about this role
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Refer a friend
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Full time JR-26015136
Manages People No
Travel No
Age requirement Must at least be 18 years of age.
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