Associate Client Relationship Manager

Bank of America

Associate Client Relationship Manager at Merrill Wealth Management, contributing to profitability and client service expectations through effective team management and service enhancements.

Posted 6/18/2026full-timePepper Pike • Ohio • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Supports the Firms business objectives and contributes to profitability and revenue growth
Ensures service expectations of clients are met and exceeded
Balances risk and exposure to the firm
Proactively managing the client experience across the Market
Partnering with the Market Client Relationship Manager in managing Client Associates and Service Support Staff
Participating in the management and training & development of the Market's Client Associates and Service Support Staff

Requirements

What you’ll need

Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65)
Series 9 AND Series 10 (or Series 8) or equivalent licenses
Strong client service and communication skills
Minimum 3 - 5 years financial services experience preferred
Knowledge of regulatory, supervisory, 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.)
Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
Previous experience managing a team of at least 10 preferred

Benefits

Comp & perks

Comprehensive wealth management and investment products and services
In-office culture that supports collaboration and engagement
Professional development opportunities
Clear in-office expectations with flexibility based on role-specific responsibilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Series 7Series 66Series 9Series 10401KOptionsAnnuitiesTaxRetirement PlansMutual Funds

Soft Skills

client servicecommunicationorganizational skillsplanningprioritizationteam management