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Merrill Associate Client Relationship Manager

Merrill Wealth Management
Honolulu, Hawaii
Commensurate with Experience
Closing date
Jul 12, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Position Overview:

The Associate Client Relationship Manager (ACRM) supports the Firms business objectives and contributes to the Markets profitability and revenue growth by ensuring the service expectations of our clients are met and exceeded, while also balancing risk and exposure to the firm. Ultimately, the CRM serves the client, protects the firm, and grows the business by proactively managing the client experience across the Market. A training role to learn and understand the role before taking over a full CRM role.

The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (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 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.

Key Qualifications for the role:
  • The ideal candidate is a self-motivated, client centric individual who has or is able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
  • SIE strongly preferred
  • If unlicensed, must pass the AP Reasoning Assessment
  • Strong client service and communication skills
  • Minimum 3 - 5 years financial services experience preferred
  • 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 tasks
  • Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus

Desired Qualifications:
  • Bachelor's degree or equivalent work experience

Job Band:

1st shift (United States of America)

Hours Per Week:


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