Relationship Manager

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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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