Client Relationship Manager - Indianapolis
Bank Of America 13,309 reviews - Indianapolis, IN

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The Client Relationship Manager (CRM) is a direct report to the Complex Director with dual reporting to the Market Client Relationship Manager. The CRM 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.


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

About this company
13,309 reviews
Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries...