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Relationship Manager - Merrill Premium Elite (Series 7 Required)

Lincoln, Rhode Island

Job Description:

The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Relationship Managers are responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. They own management of client cases, research and communicate resolution to issues as well as demonstrating expert knowledge of internal and regulatory policies, procedures and processes. Relationship Managers execute a disciplined approach to achieving business goals while focusing on the client experience.

We’ll help you:

  • Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all clients' trading and servicing needs
  • Provide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needs
  • Deliver on performance goals, such as driving balance growth and expanding the breadth and depth of client relationships through product penetration
  • Prioritize and manage book of clients, constantly searching for opportunities to enhance client experience and advance our standing as the client's sole financial institution
  • Deliver efficient and responsive resolution for client escalations owning situation through to resolution
  • Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies
  • Work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
670 GEORGE WASHINGTON HWY, RI, Lincoln, 02865