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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Private Client Advisor II
Tampa, FL · On-site
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 ...
Private Client Advisor II
Tampa, FL · On-site
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 ...
Private Client Advisor II
Fort Lauderdale, FL · On-site
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 ...
Private Client Advisor II
Fort Lauderdale, FL · On-site
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 ...
Private Client Advisor II
Fort Lauderdale, FL · On-site
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 ...
Private Client Advisor II
Fort Lauderdale, FL · On-site
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 ...
Private Client Advisor II
Naples, FL · On-site
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 ...
Private Client Advisor II
Naples, FL · On-site
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 ...
Middle Market Client Manager
Fort Lauderdale, FL · Hybrid
$63K - $79K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
Middle Market Client Manager
Fort Lauderdale, FL · Hybrid
$63K - $79K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
Middle Market Client Manager
Tampa, FL · Hybrid
$63K - $79K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
Middle Market Client Manager
Tampa, FL · Hybrid
$63K - $79K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
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 ...
New
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 ...
New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Client Success Manager, PBM
Miami, FL · Remote
$90K - $125K/yr
Own day-to-day operational management for an assigned book of PBM clients -- including managing client touchbases, tracking inquiries, maintaining issue logs, resolving escalations, and ensuring ...
Client Success Manager, PBM
Miami, FL · Remote
$90K - $125K/yr
Own day-to-day operational management for an assigned book of PBM clients -- including managing client touchbases, tracking inquiries, maintaining issue logs, resolving escalations, and ensuring ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Client Management information
See Florida salary details
$44.5K - $45.8K
8% of jobs
$45.8K - $47K
8% of jobs
$48.2K is the 25th percentile. Wages below this are outliers.
$47K - $48.3K
11% of jobs
$48.3K - $49.6K
8% of jobs
$49.6K - $50.9K
11% of jobs
The median wage is $51.8K / yr.
$50.9K - $52.2K
8% of jobs
$52.2K - $53.5K
11% of jobs
$53.5K - $54.8K
8% of jobs
$55.3K is the 75th percentile. Wages above this are outliers.
$54.8K - $56.1K
11% of jobs
$56.1K - $57.4K
8% of jobs
$57.4K - $58.7K
11% of jobs
$44.5K
$52.3K
$58.7K
How much do client management jobs pay per year?
What are the key skills and qualifications needed to thrive in Client Management, and why are they important?
What jobs in the US pay 300,000 a year?
What is the difference between Client Management vs Customer Service Representative?
| Aspect | Client Management | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, certifications in account management or sales | Customer service training, communication skills |
| Work Environment | Business settings, client meetings, account oversight | Call centers, retail, support desks |
| Employer & Industry | Consulting firms, financial services, B2B companies | Retail, telecom, hospitality |
| Search & Comparison Intent | Managing client relationships, account growth | Handling customer inquiries, issue resolution |
While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
What is client management?
What jobs pay 2000 a day?
What job makes $10,000 a month without a degree?
What are some common challenges faced in a client management role, and how can I effectively address them?
What is the role of a client manager?
Full-time
This job post has expired 1 day ago. Applications are no longer accepted.
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.
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.
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 Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998