Wealth Management Specialist

He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Identify and own the client on boarding process. Document client interactions and provide team with time sensitive updates. Execute on team service model. Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy. Engage specialists/partners to address client's needs. Identify and own the client off boarding process.

According to JobzMall, the average salary range for a Wealth Management Specialist in 540 W Madison St, Chicago, IL 60661, USA is $50,000 - $90,000. This is based on the salary data available for this position in the Chicago area.

Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.