The Customer Relationship Manager (CRM) is a direct report to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Head of The Customer Relationship Division (DCRM). The CRM is a member of the market-leading team. The CRM manages the employees of customer associates and service with the branch`s operating department. Responsibilities for the business include funds/Securities Receipt – Processing, Wire – Order and Trade Corrections and Document Control, where all client financial transactions are audited and approved. In addition, the role of CRM will be responsible for providing and managing the customer service experience for the market. The ideal candidate is a self-motivated, customer-oriented person who: have details about commissions, transaction fees and other potential fees, see www.merrilledge.com/pricing. OptionTrades worth $0 are subject to a standard fee of $0.65 per contract. Other restrictions may apply. Preferred bonuses for wealth management clients (formerly known as banking rewards for Wealth Management), with the exception of Bank of America Private Bank clients, do not receive merrill Edge® self-controlled commissions. To learn more about the favorite rewards, click here. Use this form to complete your request to pay funds from your 529 account. With this form, you can complete your application to grant online viewing access to a third party in your account.
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