Private Wealth Relationship Manager

Position Overview

Relationship Manager – Private Wealth Management (Merrill Wealth Management)

• Identify and own the client onboarding process.
• Document client interactions and provide the team with time‑sensitive updates.
• Execute on the 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 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 Salesforce, 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.

• Either Series7 and
  66 licenses, or Series7,63, and
  65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
• SAFEACT Registration (including required background check).
• Maintain a FormADV‑2B to provide clients details on the individual’s experience and educational background, governed by the U.S. Securities and Exchange Commission (“SEC”).
• Obtain and/or maintain at least one firm‑approved designation.
• Strong communication skills and 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.

• High School Diploma / GED / Secondary School or equivalent.
• Shift: 1st shift (United States of America).
• Hours Per Week: 40.

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