NewWealth Management Client Associate Bank of America CorpWealth Management Client AssociateAkron, OHOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Associate Client Relationship Manager Bank of America CorpMerrill Associate Client Relationship ManagerOHSpecific responsibilities include, but are not limited to:Promote the satisfaction of client service expectations while balancing the risk and exposure for MerrillOnce licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)Participate in the management and training & development of the Market's Client Associates and Service Support StaffDevelop an understanding of and exposure to a variety of topics including Merrill Products & Services, trend analysis, risk assessment, Human Resources, and broad Industry Knowledge. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Document Control where the review and approval of all Client Financial transactions takes place.
Merrill Market Client Relationship Manager Bank of America CorpMerrill Market Client Relationship ManagerPepper Pike, OHResponsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.