Relationship Manager

National Black MBA Association; Winter Park, Northern (FL, KY); Hybrid; USD 45,000 - 70,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support the Financial Advisor team in delivering superior client experiences. You will coordinate non-administrative requests, assist in meetings, and help implement the team’s client service model while adhering to SAFE Act requirements.

This in-office role emphasizes relationship management, proactive communication, and collaboration with specialists to address client needs.

Qualifications

• Requires FINRA Series 7 and 66 licenses (or 7,63,65) and applicable state registrations.
• Maintain Form ADV-2B detailing experience and education per SEC rules.
• Obtain at least one firm-approved designation.
• Strong communication and collaborative leadership.
• Detail-oriented with excellent organizational skills.

Responsibilities

• Tracks client actions and reports client satisfaction.
• Attends client review meetings to deepen relationships.
• Executes the team service model and collaborates with specialists.
• Manages client onboarding and escalations.
• Assists with client book segmentation strategy.

Skills

Licensing: Series 7 & 66

Series 7/63/65

Communication skills

Collaborative leadership

Detail orientation

Education

High School Diploma / GED

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Job Description

This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction


• Attends client review meetings to assist with relationship deepening conversations


• Executes on the team service model, including engaging with specialists/partners to address client's needs


• Manages aspects of the client relationship process, including client onboarding and resolving escalations


• Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Required Qualifications

• Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  SAFE ACT Registration


• Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual’s experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC)


• Obtain and/or maintain at least one firm approved designation


• Possess and demonstrate strong communication skills


• Ability to lead through collaboration and influence without direct authority


• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once


• Thorough knowledge and understanding of the suite of Wealth Management products and services


• Proven ability to manage risk and support sound decisions


• Ability to research escalated client issues for response/resolution

Skills

• Account Management


• Business Acumen


• Client Management


• Client Solutions Advisory


• Portfolio Management


• Referral Identification


• Referral Management


• Relationship Building


• Administrative Services


• Client Investments Management


• Customer Service Management


• Process Simplification

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40