Bank of America Merrill Lynch Client Relationship Manager - Birmingham, AL in Birmingham, Alabama
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world.
Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.
The Client Relationship Manager (CRM) is a direct report to the Merrill Lynch Market Executive with dual reporting to the Division Client Relationship Manager. The CRM functions as a member of the branch leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities 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.
Specific responsibilities include, but are not limited to:
Ensure 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
Review and approve all new client relationships
Responsible for managing, training and developing the branch's Client Associates and Service Support Staff
The role of the CRM will require diversification and experience of ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge.
Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market.
Licenses: Series 7, 8 or 9 & 10, 63 & 65 or 66 required. Series 3, 31 where indicated.
Expert knowledge of regulatory and supervisory requirement and corporate policies & 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
Posting Date : 12/21/2016
Location : US-AL-Birmingham
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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