Relationship Manager

Relationship Manager Merrill 4 ( ) Winter Park, FL for later 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. See all reviews 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-26015136

Position summary nts for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Job Description:

This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.

Responsibilities:

Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction Attends client review meetings to assist with relationship deepening conversations Executes on the team service model, including engaging with specialists/partners to address client's needs, capture notes and follow up in Salesforce, and track all actions/activities to ensure Manages aspects of the client relationship process, including client onboarding and resolving escalations Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy Monitor and report on client satisfaction and manage the resolution of client escalations

Required Qualifications:

Must have the 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

SAFE ACT

Registration Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual's 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

Skills:

Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40 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. See all reviews 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.