Relationship Manager Merrill Lynch
Overview
Relationship Manager at Merrill Wealth Management leads client relationships and supports financial advisors. This role focuses on client service model development and execution. It involves managing client interactions and driving growth through strategic engagement.
What You'll Do11
- 1Identify and own the client onboarding process
- 2Document client interactions and provide team with time sensitive updates
- 3Execute on team service model and coordinate with specialists
- 4Attend client review meetings to deepen relationships
- 5Track client actions to ensure high level of service
- 6Monitor and report on client satisfaction
- 7Engage portfolio managers and product specialists
- 8Develop and monitor client book segmentation strategy
- 9Manage aspects of client relationship process including onboarding
- 10Resolve escalations and handle client off boarding processes
- 11Assist Financial Advisor team in client service model development
Requirements10
- 1Series 7, 63/65 or 66 or equivalent certification
- 2State registrations for Financial Advisor roles
- 3SAFE ACT registration and background check compliance
- 4Ability to lead through collaboration without direct authority
- 5High school diploma or equivalent
- 6Proven communication and organizational skills
- 7Thorough knowledge of Wealth Management products and services
- 8Risk management expertise
- 9Ability to research escalated client issues
- 10Experience with client acquisition strategies
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRelationship Manager at Merrill Wealth Management
We seek a Relationship Manager to drive client success within a collaborative office setting. The ideal candidate will own client relationships and deliver measurable growth while fostering trust through transparent advisory practices. This role emphasizes teamwork and career development in a dynamic financial services environment.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Wealth Management Client Associate at Merrill Lynch
Merrill Wealth Management seeks a Registered Wealth Management Client Associate to deliver client service support across multiple Financial Advisors. The role focuses on client advocacy and customized solutions while aligning with bank policies to ensure operational excellence and risk management. This position emphasizes a client-first mindset and requires expertise in financial advisory services.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedWealth Management Client Associate at Merrill Lynch
Merrill Wealth Management seeks a client focused associate to drive personalized financial solutions for diverse clientele. The role blends technical expertise with relationship building to deliver tailored investment strategies. Candidates thrive in collaborative settings while maintaining high standards of service excellence.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedInvestment Management Specialist Role at Merrill Wealth Management
Lead the definition of investment management philosophy for Financial Advisor teams delivering goal-based wealth management. Align risk profiles and asset allocations across diverse client bases. Drive holistic investment solutions through strategic partnerships and specialized tools. This role combines analytical rigor with client-focused execution to achieve long-term financial success.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor - Merrill Lynch | Des Plaines
You will own client advisory at a Merrill Lynch financial center, building financial plans with brokerage products like stocks, bonds, mutual funds, and annuities. You will triage client leads and refer to partners based on asset thresholds. Your work directly impacts client financial goals and drives responsible growth. This role offers a clear path to complete Series 66 or other licenses and grow within Bank of America.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Private Wealth Client Associate at Merrill Lynch
Merrill Wealth Management seeks a Registered Private Wealth Client Associate to lead client service support for multiple Financial Advisors. The role focuses on client advocacy and delivering customized solutions while aligning with bank policies. Candidates will act as the primary point of contact for client needs and ensure operational excellence.