Wealth Management Client Relationship Manager

United States Digital Space LLC; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Merrill Wealth Management in Atlanta, GA, seeks a Relationship Manager to support the Financial Advisor team by strengthening existing client relationships and coordinating client meetings. You will engage with clients about investment strategy, account performance, and market developments to promote growth and client satisfaction.

You will work closely with portfolio managers, product specialists, and the senior team to implement the team’s client service model and ensure timely updates and

Qualifications

• Strong client service mindset with ability to manage multiple client requests and priorities.
• Familiarity with investment products, wealth management services, and market developments.
• Experience coordinating client meetings and collaborating with portfolio managers and product specialists.

Responsibilities

• Identify and own the client onboarding process.
• Document client interactions and provide team with time sensitive updates.
• Execute on team service model and support client book strategies.

Skills

Account Management

Client Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management in Atlanta, GA, seeks a Relationship Manager to support the Financial Advisor team by strengthening existing client relationships and coordinating client meetings. You will engage with clients about investment strategy, account performance, and market developments to promote growth and client satisfaction.

You will work closely with portfolio managers, product specialists, and the senior team to implement the team’s client service model and ensure timely updates and