Wealth Relationship Manager: Client Growth & Strategy

Bank of America; Lexington (KY); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Bank of America Merrill Wealth Management is seeking a Relationship Manager to support the Financial Advisor team in Lexington, KY. You will help develop client relationships, assist with meetings on investment strategy, and support the team’s client service model.

The role requires SAFE Act registration and relevant securities licenses; you will coordinate with portfolio managers and product specialists to promote growth and service excellence.

Qualifikationen

• Licenses required: Series 7 and 66 or Series 7, 63 and 65; must obtain all state registrations; SAFE ACT Registration.
• Maintain Form ADV-2B with client details as required by the SEC.
• Obtain and/or maintain at least one firm approved designation.

Aufgaben

• Identify and own the client onboarding process.
• Document client interactions and provide team with time-sensitive updates.
• Execute on team service model.
• Assist in developing and monitoring the team's client book segmentation strategy.
• Engage specialists to address client needs.
• Identify and own the client off boarding process.
• Attend client review meetings and follow up in Salesforce.
• Monitor client satisfaction and manage escalations.

Kenntnisse

Account Management

Relationship Building

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America Merrill Wealth Management is seeking a Relationship Manager to support the Financial Advisor team in Lexington, KY. You will help develop client relationships, assist with meetings on investment strategy, and support the team’s client service model.

The role requires SAFE Act registration and relevant securities licenses; you will coordinate with portfolio managers and product specialists to promote growth and service excellence.