Monday , September 25 2023

Merrill Lynch Employment – Merrill Market Client Relationship Manager

Website Merrill Lynch

Job Description:

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.

Job Responsibilities:

  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge
  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
  • Managing the branch’s Wealth Management Client Associates and Service Support Staff

Job Requirements:

  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
  • Current or previous Merrill Wealth Management experience strongly preferred
  • Prior trend analysis experience
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
  • Strong customer service and communication skills
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Self-motivated and client centric

Qualification & Experience:

  • Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
  • Series 3, 31 licenses, if warranted
    Minimum 5+ years professional experience required

Job Details:

Company:  Merrill Lynch

Vacancy Type:  Full Time

Job Location: Chicago, Illinois, US

Application Deadline: N/A

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