Back to search results Relationship Manager - EGP FP Walnut Creek California Additional locations See less Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Job DescriptionMerrill 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.Job DescriptionThis 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.ResponsibilitiesTracks 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 satisfactionAttends client review meetings to assist with relationship deepening conversationsExecutes on the team service model including engaging with specialistspartners to address clients needsManages aspects of the client relationship process including client onboarding and resolving escalationsAssists the Financial Advisor team andor Senior Business Managers in developing and monitoring the teams client book segmentation strategySkillsAccount ManagementBusiness AcumenClient ManagementClient Solutions AdvisoryPortfolio ManagementReferral IdentificationReferral ManagementRelationship BuildingAdministrative ServicesClient Investments ManagementCustomer Service ManagementProcess SimplificationMinimum Education Requirement High School Diploma GED Secondary School or equivalentRole RequirementsEither Series 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 supportSAFE ACT RegistrationIndividuals 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 designationPossess and demonstrate strong communication skillsAbility to lead through collaboration and influence without direct authorityDetail oriented with strong organizational skills and ability to manage multiple tasks and priorities at onceThorough knowledge and understanding of the suite of Wealth Management products and servicesProven ability to manage risk and support sound decisionsAbility to research escalated client issues for responseresolutionThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position FDIC FINRAShift1st shift United States of AmericaHours Per Week 40 Learn more about this role Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Full time JR-25046098 Manages People No Travel No Age requirement Must at least be 18 years of age. California pay and benefits information California pay range 52000.00 - 100000.00 annualized salary offers to be determined based on experience education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly quarterly andor annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Share Save job Job saved