Bank of America Analyst - Relationship Management in Northbrook, Illinois
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch’s Financial Advisors help clients pursue the life they envision through a one-on-one relationship with an Advisor committed to their needs. We believe trust comes from transparency. Our trusted Financial Advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.
Analyst - Relationship Management (Exempt)
Define and deliver consistent ongoing client communication and engagement plan
Discuss fees charged and rationale regularly, and review platform and pricing on an ongoing basis
Deepen client relationships through ongoing profiling and identification of client needs, by creating a robust electronic profile form where information is captured and proactively updated on a regular basis
Plan and hold appreciation events and/or seminars and individual social outings to various client segments, and invite clients based on their needs/interests.
Leverage partners/specialists to identify opportunities with existing clients reviewing client’s situation with specialists on a regular basis
Maintain documentation of all client interactions in Salesforce, making full use of notes, assigned follow-ups, etc.
• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
• All state licenses in support of FA or FA Team’s client base
• All product licenses in support of FA or FA Team’s client base
• Maintain at least one firm approved designation
• Safe Act Registered
Posting Date : 03/27/2018
Northbrook, IL, 1033 SKOKIE BLVD (IL3518),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 37.5
Shift : 1st shift
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