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.
Specific responsibilities include, but are not limited to:
Required Skills: "MUST" have these skills to be minimally qualified.
The ideal candidate is a self-motivated, client centric individual who has:
Completion of the Associate Office Management Team Development Program and/or currently a Merrill Lynch Market Client Relationship Manager
Shift:1st shift (United States of America)
Hours Per Week:40
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