Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Naples • Florida • United States
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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
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
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial transactionsrisk managementtrend analysisinvestment product knowledge401KOptionsAnnuitiesTaxRetirement PlansMutual Funds
Soft skills
leadershipclient centricself-motivatedteam developmentclient serviceoperational excellencecross-functional collaborationsupervisory skillscommunicationproblem-solving
Certifications
SIESeries 7Series 66Series 63Series 65Series 9Series 10Series 8Series 3Series 31