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Associate Client Relationship Manager

Company: Bank of America
Location: Indian Wells
Posted on: September 26, 2022

Job Description:

Associate Client Relationship ManagerIndian Wells, California;Brea, California; Ontario, CaliforniaJob Description:The Associate Client Relationship Manager (ACRM) supports the Firm's business objectives and contributes to the Market's profitability and revenue growth by helping to meet the service expectations of our clients while also balancing risk and exposure to the firm. The ACRM partners with the Market Client Relationship Manager to serve client needs, protect the firm, and grow the business by proactively managing the client experience across the Market. This is a role in which the associates will learn and understand the tasks and responsibilities before taking over a full Client Relationship Manager (CRM) role.The Associate Client Relationship Manager (ACRM) is a direct report to theDivision Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (MWM ME).The ACRM functions as a member of the market leadership team. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff and the market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will participate in the overall delivery and management of the client service experience for the Market.Specific responsibilities include, but are not limited to:

  • Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
  • Once Licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)
  • Participate in the management and training & development of the market's Client Associates and Service Support Staff
  • Develop an understanding of and exposure to a variety of topics including: Merrill Products & Services, trend analysis, risk assessment, Human Resources and broad Industry Knowledge.Requirements:
    • The ideal candidate is a self-motivated, client centric individual who has or is able to obtain in a specified timeframe:
    • Securities Industry Essentials Exam (SIE, Series 7 Topper, Series 66, 9, 10 Licenses, or their equivalents (Required)
    • If unlicensed, must pass the AP Reasoning Assessment
    • Strong client service and communication skills
    • Knowledge of regulatory, supervisory and corporate policies and procedures
    • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
    • Good organizational skills, including the ability to effectively plan, organize and prioritize tasksStrongly preferred:
      • Bachelors degree orMinimum 3 - 5 years financial services experience
      • Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise and delegate a plusThe Associate OMT program is highly selective and consists of two new hire classes annually. If selected, new hires will join the Program in October 2022Job Band:H5Shift:1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0Job Description:The Associate Client Relationship Manager (ACRM) supports the Firm's business objectives and contributes to the Market's profitability and revenue growth by helping to meet the service expectations of our clients while also balancing risk and exposure to the firm. The ACRM partners with the Market Client Relationship Manager to serve client needs, protect the firm, and grow the business by proactively managing the client experience across the Market. This is a role in which the associates will learn and understand the tasks and responsibilities before taking over a full Client Relationship Manager (CRM) role.The Associate Client Relationship Manager (ACRM) is a direct report to theDivision Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (MWM ME).The ACRM functions as a member of the market leadership team. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff and the market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will participate in the overall delivery and management of the client service experience for the Market.Specific responsibilities include, but are not limited to:
        • Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
        • Once Licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)
        • Participate in the management and training & development of the market's Client Associates and Service Support Staff
        • Develop an understanding of and exposure to a variety of topics including: Merrill Products & Services, trend analysis, risk assessment, Human Resources and broad Industry Knowledge.Requirements:
          • The ideal candidate is a self-motivated, client centric individual who has or is able to obtain in a specified timeframe:
          • Securities Industry Essentials Exam (SIE, Series 7 Topper, Series 66, 9, 10 Licenses, or their equivalents (Required)
          • If unlicensed, must pass the AP Reasoning Assessment
          • Strong client service and communication skills
          • Knowledge of regulatory, supervisory and corporate policies and procedures
          • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
          • Good organizational skills, including the ability to effectively plan, organize and prioritize tasksStrongly preferred:
            • Bachelors degree orMinimum 3 - 5 years financial services experience
            • Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise and delegate a plusThe Associate OMT program is highly selective and consists of two new hire classes annually. If selected, new hires will join the Program in October 2022Shift:1st shift (United States of America)Hours Per Week:40Learn more about this roleFull timeJR-22070492Band: H5Manages People: NoTravel: NoManager:Talent Acquisition Contact:Daisy SteakleyReferral Bonus:0Bank 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 (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (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 .

Keywords: Bank of America, Palm Springs , Associate Client Relationship Manager, Executive , Indian Wells, California

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