Create a Job Alert.

Enter your email below to save this search and receive job recommendations for similar positions.
Thank you. We'll send jobs matching these to
You already suscribed to this job alert.
No Thanks
US
What job do you want?

Client Relationship Manager job in Orlando at Merrill Lynch

Create Job Alert.

Get similar jobs sent to your email

Apply to this job.
Think you're the perfect candidate?
Apply on company site

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Client Relationship Manager at Merrill Lynch

Client Relationship Manager

Merrill Lynch Orlando, FL Full Time
Apply on company site

Create Job Alert.

Get similar jobs sent to your email

Job Description:

Client Relationship Manager Business Overview

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

The Client Relationship Manager (CRM) is a direct report to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Division Client Relationship Manager (DCRM).  The CRM functions as a member of the market leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department. Responsibilities of Operations include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place.  Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market. 

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch
  • Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
  • Reviewing and approving all new client relationships
  • Managing, training and developing the branch's Client Associates and Service Support Staff
  • Requires diversification and experience with ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge

Required Skills: 'MUST' have these skills to be minimally qualified.

The ideal candidate is a self-motivated, client centric individual who has:

  • Series 7, 66, 9, 10 (or equivalent) Licenses required
  • Series 3, 31 licenses, if warranted
  • Minimum 5+ years professional experience required
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
  • Strong customer service and communication skills
  • Prior trend analysis experience
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
  • If currently an internal associate, completion of the Associate Office Management Team Development Program and/or currently a Merrill Lynch Market Client Relationship Manager required

Desired Skills:

  • Bachelor’s degree or equivalent work experience

Enterprise Job Description

  • Responsible for overall delivery and management of the client service experience for the Market and Division.
  • Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
  • Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.
  • Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts.
  • Responsible for the coordination of recruits transitioning from the competition.
  • Responds to and resolves complaints, working with Litigation or Compliance personnel, concerning operations/services complaints received from clients or regulators.
  • Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets.
  • Responsible for the management and development of the branch office support staff including operations employees and the Client Associates; this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the market, managing head count report, etc.
  • Serve as point of contact for implementation of the WMW in the market, serve as the ongoing WMW conduit for all enhancements, including communications and training.
  • Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiatives and their impact to both the market and the Firm as a whole.
  • Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with Specialized Supervision and Legal when appropriate.
  • Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis.
  • In partnership with the Office Management Team (OMT), responsible for reassigning accounts.
  • Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition.
  • Liaison to various service and operational partners to drive client satisfaction opportunities.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 -->

Job Description:

Client Relationship Manager Business Overview

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

The Client Relationship Manager (CRM) is a direct report to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Division Client Relationship Manager (DCRM).  The CRM functions as a member of the market leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department. Responsibilities of Operations include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place.  Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market. 

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch
  • Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
  • Reviewing and approving all new client relationships
  • Managing, training and developing the branch's Client Associates and Service Support Staff
  • Requires diversification and experience with ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge

Required Skills: 'MUST' have these skills to be minimally qualified.

The ideal candidate is a self-motivated, client centric individual who has:

  • Series 7, 66, 9, 10 (or equivalent) Licenses required
  • Series 3, 31 licenses, if warranted
  • Minimum 5+ years professional experience required
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
  • Strong customer service and communication skills
  • Prior trend analysis experience
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
  • If currently an internal associate, completion of the Associate Office Management Team Development Program and/or currently a Merrill Lynch Market Client Relationship Manager required

Desired Skills:

  • Bachelor’s degree or equivalent work experience

Enterprise Job Description

  • Responsible for overall delivery and management of the client service experience for the Market and Division.
  • Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
  • Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.
  • Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts.
  • Responsible for the coordination of recruits transitioning from the competition.
  • Responds to and resolves complaints, working with Litigation or Compliance personnel, concerning operations/services complaints received from clients or regulators.
  • Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets.
  • Responsible for the management and development of the branch office support staff including operations employees and the Client Associates; this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the market, managing head count report, etc.
  • Serve as point of contact for implementation of the WMW in the market, serve as the ongoing WMW conduit for all enhancements, including communications and training.
  • Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiatives and their impact to both the market and the Firm as a whole.
  • Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with Specialized Supervision and Legal when appropriate.
  • Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis.
  • In partnership with the Office Management Team (OMT), responsible for reassigning accounts.
  • Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition.
  • Liaison to various service and operational partners to drive client satisfaction opportunities.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: Client Relationship Manager Business Overview

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

The Client Relationship Manager (CRM) is a direct report to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Division Client Relationship Manager (DCRM).  The CRM functions as a member of the market leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department. Responsibilities of Operations include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place.  Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market. 

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch
  • Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
  • Reviewing and approving all new client relationships
  • Managing, training and developing the branch's Client Associates and Service Support Staff
  • Requires diversification and experience with ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge

Required Skills: 'MUST' have these skills to be minimally qualified.

The ideal candidate is a self-motivated, client centric individual who has:

  • Series 7, 66, 9, 10 (or equivalent) Licenses required
  • Series 3, 31 licenses, if warranted
  • Minimum 5+ years professional experience required
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
  • Strong customer service and communication skills
  • Prior trend analysis experience
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
  • If currently an internal associate, completion of the Associate Office Management Team Development Program and/or currently a Merrill Lynch Market Client Relationship Manager required

Desired Skills:

  • Bachelor’s degree or equivalent work experience

Enterprise Job Description

  • Responsible for overall delivery and management of the client service experience for the Market and Division.
  • Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
  • Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.
  • Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts.
  • Responsible for the coordination of recruits transitioning from the competition.
  • Responds to and resolves complaints, working with Litigation or Compliance personnel, concerning operations/services complaints received from clients or regulators.
  • Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets.
  • Responsible for the management and development of the branch office support staff including operations employees and the Client Associates; this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the market, managing head count report, etc.
  • Serve as point of contact for implementation of the WMW in the market, serve as the ongoing WMW conduit for all enhancements, including communications and training.
  • Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiatives and their impact to both the market and the Firm as a whole.
  • Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with Specialized Supervision and Legal when appropriate.
  • Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis.
  • In partnership with the Office Management Team (OMT), responsible for reassigning accounts.
  • Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition.
  • Liaison to various service and operational partners to drive client satisfaction opportunities.

Shift:

1st shift (United States of America)

Hours Per Week: 

40
 

Recommended Skills

Securities (Finance)
Leadership
Team Building
Complex Problem Solving
Transition Management
Coordinating

Recommended Jobs

Client Relationship Manager
Merrill Lynch Orlando Full Time
Customer Service Representative II
Analysts Oviedo
$0.00 - $1.00/Hour
Customer Service Representative
Vaco Staffing Orlando
$13.00 - $14.00/Hour
Apply to this job.
Think you're the perfect candidate?
Apply on company site

Help us improve CareerBuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team

Job ID: 21014015

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.