Bank of America Merrill Lynch Private Wealth Management Client Relationship Manager - San Francisco in Bellevue, Washington
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.
Note: Role can be filled in San Francisco CA, Palo Alto CA, or Bellevue WA.
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
- Bachelor’s degree or equivalent work experience
Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.
Posting Date : 10/17/2019
San Francisco, CA, 101 CALIFORNIA ST (CA5332),
Palo Alto, CA, 3075B HANSEN WAY (CA5814),
Bellevue, WA, 400 Lincoln Square, 10400 NE 4th St,
- United States
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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