Merrill Private Wealth Client Relationship Manager
Core
Manage the client service experience for Private Wealth Management, overseeing client contact, transition management, and branch office support staff.
Role type
Private Wealth Client Relationship Manager (Operations & Service Delivery)
Builds
Client service delivery, account transitions, and branch office operational support
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client Management, Process Performance Management, Risk Management, Performance Management, Workforce Planning, Trade Operations Management, Due Diligence, Recruiting, Leadership Development
Preferred skills
Compensation Analysis, Referral Management, Internal Audit Review, Employee Counseling, Succession Planning
Technologies
PMAC
Responsibilities
Manage client contact and service delivery from the branch office; coordinate client transitions and new account approvals; resolve client and regulatory complaints; manage and develop branch support staff including operations employees and Client Associates; monitor and execute client needs to ensure satisfaction and retention; facilitate compensation contracts between Financial Advisors and Client Associates.
Seniority
Manager, hands-on IC with team leadership