This job board retrieves part of its jobs from: Toronto Jobs | Emplois Montréal | IT Jobs Canada

Find jobs in New Jersey today!

To post a job, login or create an account |  Post a Job

  New Jersey Gigs  

Bringing you the best, highest paying job offers in the state of New Jersey

previous arrow
next arrow
Slider

New

Bank of America: Premium elite relationship manager (series 7 required)

Bank of America

This is a Full-time position in Pennington, NJ posted June 24, 2020.

Job Description:Job DescriptionThe 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 needsDeliver on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetrationPrioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client’s sole financial institutionTake 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 shareAnticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve issuesWork closely with all Enterprise partners, such as Merrill Lynch Financial Advisors to complement and support their client management approachesExecute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experienceRequires in-depth knowledge of trading mechanics, fixed income, options, margin and margin regulationsDeliver 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 appropriateExhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experienceDevelop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategiesAbility 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 processesStrong risk-management aptitudeThis 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.Required Skills:Series 7 and 66 licensing REQUIRED If Series 66 not currently held, Series 66 must be obtained within 90 daysExperience with advanced trading strategies, options, fixed income, and margin requiredAbility to use sound judgment when making decisions, identifying solutions, and resolving elevated issues.Manage risk and the overall client experienceStrong analytical and problem solving skillsStrong organizational skills & time management skillsStrong interpersonal skills and the ability to work in a team environmentAbility to handle multiple tasks in a dynamic environmentAbility to work effectively under pressure and time constraints; adjusts rapidly to changing demands and prioritiesAbility to work in team environment in order to meet targets and deadlinesFoster relationships with leadership peers and collaborate to improve processes that impact both the client experienceEnsures complete and efficient business/client interactions; confident and engaging presenceMust be flexible to work hours of operationDesired Skills:Wealth management and private client experience a plusKnowledge of the Enterprise platforms a plus (US Trust, BAC, Advisory)PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video: video prior to applying so you get a great understanding on Merrill Edge!Enterprise Role OverviewThe 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 mortgage originations must 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.This position is posted as a Band 5 but is flexible to be filled as a Band 6 positionShift:1st shift (United States of America)Hours Per Week:40 Learn more about this rolePandoLogic.

Category: Customer Service, Keywords: Client Services Manager