Job Description:

　　Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

　　The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. 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. 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 processDocument client interactions and provide team with time sensitive updatesExecute on team service modelAssist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategyEngage specialists/partners to address client's needsIdentify and own the client off boarding processAttend 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 serviceMonitor 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 RegistrationIndividuals 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 designationPossess and demonstrate strong communication skillsAbility to lead through collaboration and influence without direct authorityDetail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at onceThorough knowledge and understanding of the suite of Wealth Management products and servicesProven ability to manage risk and support sound decisionsAbility to research escalated client issues for response/resolution

　　Shift:

　　1st shift (United States of America)

　　Hours Per Week:

　　40