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Bank of America Merrill Lynch Private Wealth Management Client Relationship Manager - San Francisco in Bellevue, Washington

Job Description:

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

Desired Skills:

  • 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

Location :

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

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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