1+ months

Relationship Manager - Merrill Premium Elite (Series 7 Required)

Rolling Meadows, IL 60008
Relationship Manager - Merrill Premium Elite (Series 7 Required)



Rolling Meadows, Illinois



**Job Description:**



**Position Description:**



The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66 or their equivalent.



**Responsibilities include but are not limited to:**



+ Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all of clients' trading and servicing needs

+ Deliver on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration

+ Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client's sole financial institution

+ Take a client-focused approach by being a reliable expert on the client's most complex trading, servicing and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share

+ Anticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve issues

+ Work closely with all Enterprise partners, such as Merrill Lynch Financial Advisors to complement and support their client management approaches

+ Execute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience

+ Requires in-depth knowledge of trading mechanics, fixed income, options, margin and margin regulations

+ Deliver efficient and responsive resolution for various client situations, owning the management of the case, researching the issue and communicating the solution to the client when appropriate

+ Exhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experience

+ Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies

+ Ability to work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

+ Strong risk-management aptitude



This position is posted as a Band 5 but is flexible to be filled as a Band 6 position



**_This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination._**



**Enterprise Role Overview**



The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgageoriginationmust register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Full time



JR-19028130



Manages People: No



Travel: No



Talent Acquisition Contact:



Referral Bonus:











Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.





To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .











Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.





To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2019-12-18 Expires: 2020-03-06

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.


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Relationship Manager - Merrill Premium Elite (Series 7 Required)

Bank of America
Rolling Meadows, IL 60008

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