Wealth Management Client Experience Lead

NBMBAA; Los Angeles (CA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Merrill Wealth Management in Los Angeles, CA is seeking a Branch Operations Manager to lead client service delivery for Private Wealth Management. You will supervise transitions and coordinate with home office service teams to ensure superior client experiences while managing staff performance and resources.

Responsibilities include reviewing accounts, resolving client issues, and partnering with Compliance on risk matters.

Qualifications

• Current hold Series 7 and 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent licenses.
• Series 3, 31 licenses, if warranted.
• Minimum of five years of professional experience.

Responsibilities

• Responsible for overall delivery and management of the client service experience for Private Wealth Management.
• Coordinate transitions, new accounts reviews and compliance interactions with home office teams.
• Manage branch office staff including performance reviews and resource allocation.

Skills

Client Management

Customer Service Management

Leadership Development

Recruiting

Risk Management

Process Improvement

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management in Los Angeles, CA is seeking a Branch Operations Manager to lead client service delivery for Private Wealth Management. You will supervise transitions and coordinate with home office service teams to ensure superior client experiences while managing staff performance and resources.

Responsibilities include reviewing accounts, resolving client issues, and partnering with Compliance on risk matters.