In this role, the selected candidate will be responsible for overall delivery and management of the client service experience for the Market and Complex; accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
The Aladdin Risk for Wealth Management (ARWM) team within BRS leverages the same risk analytics used by $17 trillion of Institutional assets to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio construction & analytics.
The Client Relationship Manager will act as an interface for departments and an escalation path for concerns and major IT issues, and is expected to provide education and training to the WCM community for several of our service offerings
In this role, you will be responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.
In this role, the selected candidate will be responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Complex, managing head count report, etc.
The CRM manages the Client Associates and Service Support Staff along with 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.