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Client Relationship Manager- Bridgewater, NJ : 1100067584 Job Details

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Employer:  Bank of America
Job Ref No:  1100067584
Job Title:  Client Relationship Manager- Bridgewater, NJ : 1100067584
Sector:  Asset Management
Sub Sector:  Other
Risk Type:  Regulatory/Compliance
Expertise:  Risk Manager
Description

The Client Relationship Manager (CRM) is a direct report to the Complex Director and functions as a member of the branch leadership team. The CRM manages the branch's Operations Department 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.

· Specific responsibilities include, but are not limited to:

· Ensure client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch

· Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel

· Review and approve all new client relationships

· Responsible for managing, training and developing the branch's Client Associates and Service Support Staff

The role of the CRM will require diversification and experience of ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge. Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Complex.

Qualifications


Requirements

Minimum 5+ years professional experience required

· Series 7, 9, 10, 63 and 65 or 66 required

· Expert knowledge of regulatory and supervisory requirement and corporate policies and procedures

· Strong customer service and communication skills

· Prior trend analysis experience

· Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

· Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Region/Country:  Americas, United States
States/Counties:  New Jersey
City:  Bridgewater
Address: 
02/09/2012

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