11 days old

Analyst - Relationship Management

Fort Smith, AR 72903
**Job Description:**



Specific Job Description:



The Relationship Manager/Planning Analyst primarily focused on the Relationship Management role by managing client relationships as determined by the team and in accordance with the client service model, deepening relationships through client profiling, goal identification and collaboration through the firm. This position is also responsible for generating referrals growing the teams assets organically.



Responsibilities include but are not limited to:



+ Contacting clients proactively and conduct client reviews in accordance with the teams client service model, which may include client events, seminars and individual social outings

+ Building rapport with clients and getting to know them on a personal level, beyond their investments and strive to deepen those relationships through ongoing profiling and identification of clients needs

+ Building relationships with clients external business professionals

+ Serving as the teams insurance specialist, uncovering opportunities and making insurance and annuity decisions and recommendation with clients by utilizing own expertise as well as leveraging and partnering with our internal specialist and product experts

+ Serving as the teams social security expert

+ Sourcing prospective clients, capitalizing on referrals and assessing clients needs

+ Delivering highly customized solutions and through collaboration with the team and the firm, delivering the full resources of Bank of America Merrill Lynch



Qualifications:



+ Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

+ All state licenses in support of FA or FA Teams client base

+ All product licenses in support of FA or FA Teams client base

+ Obtain and/or maintain at least one firm approved designation

+ Safe Act Registered

+ Exceptional interpersonal and relationship building skills

+ Proven ability to assess needs of clients and recommend appropriate solutions/interventions

+ Proven ability to work collaboratively on a team and with key partners

+ Proven ability to listen and probe for clarity and understanding

+ Goal and results oriented

+ Effective communication skills (written and verbal)

+ Proven ability to engage with and influence others

+ Strong follow-through skills

+ Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

+ Experience working in a client relations / relationship management role in the Financial Services industry

+ Proficiency in using SalesForce/ Client Relationship Manager Tool

+ Strong understanding of the Financial Advisor role



**_Please be advised that Merrill Lynch does not offer sponsorship for visa petitions or other work authorization, nor will the company provide relocation assistance, for this position._**



_General Job Description:_



_The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months._



_Analyst - Relationship Management (Exempt)_



_Define and deliver consistent ongoing communication and engagement plan_



_Discuss fees charged and rationale regularly, and review platform and pricing on an ongoing basis_



_Deepen client relationships through ongoing profiling and identification of client needs, by creating a robust electronic profile form where information is captured and proactively updated on a regular basis_



_Plan and hold appreciation events and/or seminars and individual social outings to various client segments, and invite clients based on their needs/interests._



_Leverage partners/specialists to identify opportunities with existing clients reviewing clients situation with specialists on a regular basis_



_Maintain documentation of all client interactions in Salesforce, making full use of notes, assigned follow-ups, etc._



**Posting Date** : 10/30/2019



**Location** :

Fort Smith, AR, 3220 OLD GREENWOOD RD (AR9322),

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-10-31 Expires: 2019-11-30

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Analyst - Relationship Management

Bank of America
Fort Smith, AR 72903

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast