Merrill Associate Client Relationship Manager

Bank of America • Westlake, OH

4d • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our 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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Requirements

• Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
• SIE strongly preferred
• If unlicensed, must pass the AP Reasoning Assessment
• Strong client service and communication skills
• Minimum 3 - 5 years financial services experience preferred
• Knowledge of regulatory, supervisory, and corporate policies and procedures
• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
• Good organizational skills, including the ability to effectively plan, organize and prioritize tasks

Nice To Haves

• Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
• Bachelor’s degree or equivalent work experience

Responsibilities

• Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
• Once 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 Staff
• Develop an understanding of and exposure to a variety of topics including Merrill Products & Services, trend analysis, risk assessment, Human Resources, and broad Industry Knowledge.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed