Merrill Market Client Relationship Manager
| Company | Bank of America |
|---|---|
| Location | Mt Laurel Township, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of 5+ years professional experience
Responsibilities
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank’s client service expectations and operational excellence goals
Preferred Qualifications
- Bachelor’s degree or equivalent work experience