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Merrill Market Client Relationship Manager-Wellesley Hills, MA

In United States

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Merrill Market Client Relationship Manager-Wellesley Hills, MA   

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JOB TITLE:

Merrill Market Client Relationship Manager-Wellesley Hills, MA

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Wellesley Hills, MA United States

JOB DESCRIPTION:

There is an immediate opening for a Client Relationship Manager in the Wellesley Market. The Market is led by Market Executive Allen Jones, and is part of the Northeast Division.

 

The parent office is located in Wellesley Hills, MA.

 

The ideal candidate is a team player, naturally curious and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment is key around leading the overall service deliver model at the branch office and works closely with the home office to ensure superior client service. A key member of the Office Management Team responsible in the day to day running of the business , while helping to drive client preservation and minimizing regulatory, financial, operational and reputational risks. This role is responsible to manage the operations personnel, Client Associates. The Client Relationship manager reports dually to both the Market Executive Director and the Divisional Client Relationship Executive.

The candidate would be actively engaged in working with FAs and CAs to deliver service models that meet a high standard, display operational excellence and be highly motivated to drive firm-wide initiatives such as Digital Strategy, Banking, Enterprise Integration, and Client Engagement.

Year 2021 Annualized Metrics:

Revenue: $177MM

Production: 128MM 

FAs/PMDs: 135

Support Staff: 93

 

Massachusetts is located in the New England region of United States. It is bordered by Rhode Island and Connecticut to the south, New York to the west, Vermont and New Hampshire to the north and at its east lies the Atlantic Ocean. The state also features a beautiful landscape of rolling green farmlands, the sandy shores of Cape Cod, beautiful foliage in the western Berkshire Mountains, and big cities of historical significance. The islands of Martha's Vineyard and Nantucket are some of the area's most popular vacation destinations.

Wellesley is part of the Greater Boston area, located in Norfolk County. Wellesley is only 17 miles outside of Boston giving residents access to Boston's museums, Boston Ballet and Opera House, and local sports arenas to name a few. Wellesley has become a well-regarded suburb with a school system recognized as one of the best in the state. The town is also home to two colleges including Wellesley College and Babson College. Many local, national and global businesses can also be found in Wellesley. The community even has its own symphony orchestra; the Wellesley Symphony Orchestra has been presenting classical, pops, and family concerts since 1948. 

 

Interested candidates should speak with their manager and apply online.

Rene Hunter is the Recruiter working on this requisition. The recruiter will partner with the Division/MLWM ME to review your credentials and then contact you regarding the status of your candidacy. If you have an interest in the opportunity:

  • Access the Career Search tool by first logging into the myHR portal, via Flagscape
  • Then select the My Career & Development tab
  • View Career Opportunities and select Search Openings
  • Enter job # 

 

Click the following link to review the internal job search process, Internal Job Search

Position Details

POSTED:

Oct 27, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16584480784788091

LOCATION:

United States

CITY:

Wellesley Hills, MA

Job Origin:

OORWIN_ORGANIC_FEED

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Aug 19, 2017 9am-6pm
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Merrill Market Client Relationship Manager-Wellesley Hills, MA    Apply

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<div> <p> </p> <p>There is an immediate opening for a Client Relationship Manager in the Wellesley Market. The Market is led by Market Executive Allen Jones, and is part of the Northeast Division.</p> <p> </p> <p>The parent office is located in Wellesley Hills, MA.</p> <p> </p> <p>The ideal candidate is a team player, naturally curious and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment is key around leading the overall service deliver model at the branch office and works closely with the home office to ensure superior client service. A key member of the Office Management Team responsible in the day to day running of the business , while helping to drive client preservation and minimizing regulatory, financial, operational and reputational risks. This role is responsible to manage the operations personnel, Client Associates. The Client Relationship manager reports dually to both the Market Executive Director and the Divisional Client Relationship Executive. </p> <p>The candidate would be actively engaged in working with FAs and CAs to deliver service models that meet a high standard, display operational excellence and be highly motivated to drive firm-wide initiatives such as Digital Strategy, Banking, Enterprise Integration, and Client Engagement.</p> <p><i><u>Year 2021 Annualized Metrics:</u></i></p> <p>Revenue: $177MM </p> <p>Production: 128MM </p> <p>FAs/PMDs: 135</p> <p>Support Staff: 93</p> <p> </p> <p>Massachusetts is located in the New England region of United States. It is bordered by Rhode Island and Connecticut to the south, <a href="http://en.wikipedia.org/wiki/New_York" target="_blank">New York</a> to the west, Vermont and New Hampshire to the north and at its east lies the Atlantic Ocean. The state also features a beautiful landscape of rolling green farmlands, the sandy shores of Cape Cod, beautiful foliage in the western Berkshire Mountains, and big cities of historical significance. The islands of Martha's Vineyard and Nantucket are some of the area's most popular vacation destinations.</p> <p>Wellesley is part of the Greater Boston area, located in Norfolk County. Wellesley is only 17 miles outside of Boston giving residents access to Boston's museums, Boston Ballet and Opera House, and local sports arenas to name a few. Wellesley has become a well-regarded suburb with a school system recognized as one of the best in the state. The town is also home to two colleges including Wellesley College and Babson College. Many local, national and global businesses can also be found in Wellesley. The community even has its own symphony orchestra; the Wellesley Symphony Orchestra has been presenting classical, pops, and family concerts since 1948. </p> <p> </p> <p>Interested candidates should speak with their manager and apply online.</p> <p><b>Rene Hunter</b> is the Recruiter working on this requisition. The recruiter will partner with the Division/MLWM ME to review your credentials and then contact you regarding the status of your candidacy. If you have an interest in the opportunity:</p> <ul> <li>Access the Career Search tool by first logging into the <a href="http://myhrtools.bankofamerica.com/t_blank" target="_blank">myHR portal</a>, via Flagscape</li> <li>Then select the My Career & Development tab</li> <li>View Career Opportunities and select Search Openings</li> <li>Enter job # </li> </ul> <p> </p> <p>Click the following link to review the internal job search process, <a href="https://mycareer.bankofamerica.com/us" target="_blank">Internal Job Search</a></p> </div>


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