Chicago, Illinois, United States · Hybrid
$115k–$160k/yr
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 t…
Skills: Compensation Analysis, Performance Management, Process Management, Referral Management, Workforce Planning
Chicago, Illinois, United States · On-site
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jackso…
Skills: Inventory Control, Customer Service, Order Processing, Supply Chain Support, Warehouse Operations
Chicago, Illinois, United States · On-site
$16/hr–$20/hr
Position Overview About Us: At Athletico, we believe in the power of support – because a little help can lead to extraordinary achievements. Physical therapy isn’t just about recovery; it’s about transformation. Our team…
Skills: Physical therapy assistance, Patient care, Clinical documentation, Scheduling, Communication
Chicago, Illinois, United States · Hybrid
$80k–$120k/yr
The Marmon Group LLC As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. We’re commi…
Skills: Executive support, Calendar management, Expense reporting, Event coordination, Presentation preparation
Chicago, Illinois, United States · On-site
Job Description: Job Description: Office Agents are responsible for helping customers during the shipping process by coordinating shipping details, completing compliance documentation, and providing customer service. All…
Skills: Customer service, Shipping documentation, Compliance, Data entry, Communication skills
Chicago, Illinois, United States · On-site
$22/hr–$25/hr
TRIAGE The primary purpose of this role is to triage patients, gather medical history, teach patients, teach other team members, renew prescriptions, return phone calls, relay instructions from the physician to patients,…
Skills: Patient triage, Medical history gathering, Clinical research, Transcription, Medical terminology
Chicago, Illinois, United States · Hybrid
$59k–$65k/yr
Department College Academic Resource Center About the Department College Academic Resource Center Job Summary Under the guidance of the Assistant Director of Academic Support Services, the Academic Support Specialist pro…
Skills: Academic coaching, Lesson planning, Curriculum design, Student support, Data analysis
Chicago, Illinois, United States · On-site
$72k–$75k/yr
As the largest global shared micromobility business, Lime is on a mission to build a future where transportation is shared, affordable and carbon-free. A Time Magazine 100 Most Influential Company, Lime has powered more …
Skills: Operations management, Last-mile logistics, Data analysis, SQL, G-sheets
Chicago, Illinois, United States · On-site
$19/hr–$26/hr
Department BSD OBA -Shubin Lab About the Department The Department of Organismal Biology and Anatomy (OBA) at the University of Chicago focuses on integrative biology, exploring the structure, function, development, and …
Skills: Animal care, Molecular biology, Technical imaging, Laboratory techniques, Research support
Chicago, Illinois, United States · On-site
$21/hr–$31/hr
Hourly Pay Range: $21.08 - $31.62 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors. Position Highlights: Position: Patient Navigator Location: Chicago, I…
Skills: Patient navigation, Clerical work, Data entry, Scheduling, Referral management
ResilienceChicago, Illinois, United States · Hybrid
$60k–$65k/yr
Engagement Manager Department: Advancement Reports To: Director of Advancement, Marketing & Communications Employment Status: Full-Time, Exempt Salary Range: $60,000-$65,000, commensurate with experience Location: Hybrid…
Skills: CRM administration, Donor cultivation, Stewardship, Event planning, Fundraising
Chicago, Illinois, United States · On-site
$75k–$90k/yr
Role Summary We are seeking a detail-oriented and analytical Operations Analyst to support and improve day-to-day business operations. The ideal candidate will analyze operational processes, identify areas for improvemen…
Skills: Operations Analysis, Business Analysis, Data Analysis, Microsoft Excel, Power BI
Chicago, Illinois, United States · Hybrid
$25/hr–$33/hr
ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop soluti…
Skills: Operations, Program coordination, Data handling, Vendor administration, Documentation
Chicago, Illinois, United States · On-site
$120k–$170k/yr
Department BSD ARC-SRF - Animal Resource Center & Office of Shared Research Facilities About the Department The Office of Shared Research Facilities (OSRF) manages Biological Sciences Division Core Facilities by providin…
Skills: Strategic planning, Operations management, Research administration, Financial analysis, Project management
Chicago, Illinois, United States · On-site
$115k–$125k/yr
Overview UChicago Medicine AdventHealth Bolingbrook, GlenOaks, Hinsdale and La Grange hospitals are affiliated with UChicago Medicine, one of the top academic medical centers in the country. We are also part of AdventHea…
Skills: Family Medicine, Triage, EMR Management, Medication Refills, Lab Review
Chicago, Illinois, United States · On-site
$85k–$112k/yr
The role is responsible for providing support to attorneys with various brand-related legal tasks. Assigned support areas may include brand, trademark, federal programs, litigation, legal operations, health care/regulato…
Skills: Trademark law, Legal research, Trademark prosecution, Docketing, Critical thinking
Chicago, Illinois, United States · Hybrid
$75k–$100k/yr
Department BSD ADM - Pre Award - Team A About the Department The University of Chicago is an intellectual community and a globally renowned research institution dedicated to fostering innovative and impactful research in…
Skills: Grant administration, Budgeting, Financial reporting, Compliance monitoring, Data entry
Chicago, Illinois, United States · On-site
$70k–$75k/yr
Description SGA provides a wide range of social services in some of Chicago's most challenged and consistently underserved communities and creates long-term and community-wide change. Job Overview This role will lead SGA…
Skills: Continuous quality improvement, Data analysis, Staff supervision, Data management, Compliance management
Chicago, Illinois, United States · On-site
$24/hr–$39/hr
Company Description At Northwestern Medicine, every patient interaction makes a difference in cultivating a positive workplace. This patient-first approach is what sets us apart as a leader in the healthcare industry. As…
Skills: Supervision, Leadership, Conflict resolution, Time management, Prioritization
Chicago, Illinois, United States · On-site
Temporary Part Time Seasonal Roles The Chicago Public Schools utilizes temporary part-time seasonal support in school-based, network and central office positions. Duties are identified by the hiring manager following the…
Skills: Data entry, Filing, Clerical duties, Office support, Communication
Chicago, Illinois, United States • Hybrid
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The Client Relationship Manager is responsible for the overall delivery and management of the client service experience, including proactive advocacy and problem resolution. They also manage branch office support staff, oversee operational workflows, and ensure compliance with firm policies and regulatory requirements.
Candidates must hold Series 7 and 66 (or 63 and 65) and Series 9 and 10 (or 8) licenses, with Series 3 and 31 if warranted. A minimum of five years of professional experience is required, along with a high school diploma or GED.
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
Responsible for overall delivery and management of the client service experience for the Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. 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. Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. 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 Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities.
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Currently hold Series 7 and 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent licenses
Series 3, 31 licenses, if warranted
Minimum of five years of professional experience
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
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.
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)Pay and benefits informationPay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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