Friday , September 29 2023

Merrill Lynch Internship – 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:

  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
  • 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
  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
  • 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 branch’s Wealth Management Client Associates and Service Support Staff

Job Requirements:

  • 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
  • Current or previous Merrill Wealth Management experience strongly preferred
  • Prior trend analysis experience
  • Self-motivated and client centric
  • Strong customer service and communication skills
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

Qualification & Experience:

  • Minimum 5+ years professional experience required
  • Series 3, 31 licenses, if warranted
  • 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
  • Bachelor’s degree or equivalent work experience

Job Details:

Company:  Merrill Lynch

Vacancy Type:  Full Time

Job Location: Bloomfield Hills, Michigan, US

Application Deadline: N/A

Apply Here