Client Relationship Manager jobs in United States, Florida, Jacksonville

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

• Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
• Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

• Oversees the client service experience and reviews the approval of new client accounts

• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

• Managing the branch's Wealth Management Client Associates and Service Support Staff

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

• Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

• Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

• Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience ​

Key Qualifications for the role:

• Current or previous Merrill Wealth Management experience strongly preferred

• Self-motivated and client centric

• Expert knowledge of regulatory and supervisory requirements 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.)

• Prior trend analysis experience

• Strong customer service and communication skills

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

Desired Qualifications:

• Bachelor’s degree or equivalent work experience

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

Skills:

• Compensation Analysis

• Performance Management

• Process Performance Management

• Referral Management

• Workforce Planning

• Due Diligence

• Internal Audit Review

• Leadership Development

• Recruiting

• Risk Management

• Client Management

• Customer Service Management

• Employee Counseling

• Succession Planning

• Trade Operations Management

Job responsibilities

• Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
• Develops secure and high-quality production code, and reviews and debugs code written by others
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies
• Adds to the team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Advanced in one or more programming language(s) – Python
• Experience in data manipulation libraries, and related software engineering platforms/frameworks
• Experience with AWS including EC2, ASG, Lambda, EKS, Code Deploy, & others
• Experience with different Relational and non-SQL data stores (RDS, Graph, S3, etc.)
• Experience working with end-to-end, fully automated CI/CD pipelines using frameworks like Jules, Spinnaker, Code Deploy, etc.
• Experience in data workflow orchestration e.g. Apache Airflow
• Experience with big data technologies and distributed computing frameworks
• Experience and proficiency across the data lifecycle including data governance

Preferred qualifications, capabilities, and skills

• Experience training and deploying Artificial Intelligence and Machine Learning models
• Knowledge of linear algebra, statistics algorithms
• Experience in Agentic Frameworks
• Experience with Databricks
• Experience in a large banking or financial services environment

Job Description:

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

• Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
• Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
• Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access

Desired Qualifications:

• Experience in a call center and/or a financial/banking center
• Customer service experience​

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients.
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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.

Responsibilities:

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

Required skills:

* 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience

* Responsible for driving new business development for target client segment ($3MM++ investable assets)

* Present to clients a holistic approach, leveraging the entire Private Bank platform

* A high touch, client-focused individual with exceptional interpersonal skills

* A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client

* Ability to influence; proactively asks for and closes business

* Solutions oriented; sales and financial aptitude a must

* Must be a skilled negotiator

* Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)

Desired skills:

* MBA or Post-Graduate Degree preferred

* CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills:

• Business Development
• Client Management
• Client Solutions Advisory
• Prospecting
• Wealth Planning
• Analytical Thinking
• Oral Communications
• Referral Management
• Relationship Building
• Risk Management
• Active Listening
• Attention to Detail
• Collaboration
• Decision Making
• Loan Structuring

High School Diploma / GED / Secondary School or equivalent

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

• The Business Banking Relationship Manager role is an outside sales role and will require the incumbent to be in the field at least 80% of the time

• Has proven success in consultative sales in financial services or in business-to-business sales

• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

• Is passionate about outside sales and enjoys spending time prospecting

• Wants to enhance existing relationships and exceed sales goals

• Can analyze financial conditions of clients and industry trends

• Can understand and interpret financial statements and cash flow analysis

• Has excellent communication skills and demonstrated leadership ability

• Enjoys partnering and negotiating with a team of bank employees to solve client issues

• Demonstrated management of a client portfolio with focus on relationship development and deepening

• Thorough knowledge of small business financial products and services

• Familiarity with CRM platforms and other banking systems

:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Bachelor’s degree desired but not required

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management