Client Relationship Manager
Bank of America
Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Pepper Pike • Ohio • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
- Ensures 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
- 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
- Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Requirements
- Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of 5+ years professional experience
- Current or previous Merrill Wealth Management experience strongly preferred
- Self-motivated and client centric
- Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Prior trend analysis experience
- Strong customer service and communication skills
- Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Benefits
- Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SIESeries 7Series 66Series 63Series 65Series 9Series 10Series 3Series 31investment product knowledge
Soft skills
self-motivatedclient centricstrong customer servicecommunication skillsstrong management skillsplanningmonitoringinfluencingnegotiatingsupervising