Wealth Management Relationship Manager

Merrill

4

(5)

San Jose, CA

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • #JR-24002498

    Position summary

    ket developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.

    Role Responsibilities

    • Identify and own the client onboarding process

    • Document client interactions and provide team with time sensitive updates

    • Execute on team service model

    • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

    • Engage specialists/partners to address client's needs

    • Identify and own the client off boarding process

    • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service

    • Monitor and report on client satisfaction and manage the resolution of client escalations

    Qualifications

    • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

    • SAFE ACT Registration

    • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals 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

    • Bachelor Degree preferred

    Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    37.5

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.