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Premium Elite Relationship Manager (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

    Required skills: "Must" have these skills to be minimally qualified

  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

  • Experience with advanced trading strategies, options, fixed income, and margin required
  • Ability to use sound judgment when making decisions, identifying solutions, and resolving elevated issues.
  • Manage risk and the overall client experience
  • Strong analytical and problem solving skills
  • Strong organizational skills & time management skills
  • Strong interpersonal skills and the ability to work in a team environment in order to meet targets and deadlines
  • Ability to handle multiple tasks in a dynamic environment
  • Ability to work effectively under pressure and time constraints; adjusting rapidly to changing demands and priorities
  • Foster relationships with leadership and peers in an effort to collaborate and improve processes that impact both the client experience
  • Ensures complete and efficient business/client interactions; confident and engaging presence

Enterprise Role Overview:

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday through Friday 7:30 am to 8:00 pm

Referral Bonus Amount:

5000

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

    Required skills: "Must" have these skills to be minimally qualified

  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

  • Experience with advanced trading strategies, options, fixed income, and margin required
  • Ability to use sound judgment when making decisions, identifying solutions, and resolving elevated issues.
  • Manage risk and the overall client experience
  • Strong analytical and problem solving skills
  • Strong organizational skills & time management skills
  • Strong interpersonal skills and the ability to work in a team environment in order to meet targets and deadlines
  • Ability to handle multiple tasks in a dynamic environment
  • Ability to work effectively under pressure and time constraints; adjusting rapidly to changing demands and priorities
  • Foster relationships with leadership and peers in an effort to collaborate and improve processes that impact both the client experience
  • Ensures complete and efficient business/client interactions; confident and engaging presence

Enterprise Role Overview:

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21035155

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Liza Giuliano

Referral Bonus:

5000

Street Address

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