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The Transition Management Team provides account and asset transfer assistance, and helps Financial Advisors connect to key internal resources to help provide a seamless transition.
When you join a dedicated wealth management firm, your transition is an important indicator as to the quality of support you receive throughout your tenure. At Merrill Lynch, our dedicated Transition Management Team provides comprehensive, end-to-end support during the process of your move and well beyond, so that inconvenience won't interfere with your long-term opportunities to grow your business.
In a process that begins long before you arrive, the team provides both on-site and virtual support, coordinating all aspects of your integration and working closely with local branch management to help ensure your seamless transition.
From handling the complete transfer of your clients' accounts and assets, helping rebuild your complete book of business, familiarizing you with the various marketing areas, products and systems of Merrill Lynch or resolving any issues that may arise, the Transition Management Team will focus on the logistics of your move so that you can focus on clients' needs. They will also acquaint you with banking products, such as deposit and credit solutions.
Your assigned transition management team works with all key departments to see that all the resources of Merrill Lynch are at your disposal and that you learn how to utilize them. A transition hot line, staffed by experienced Merrill Lynch and Bank of America managers, provides an ongoing support option to help you navigate and become established more quickly.
Along with this dedicated support you'll receive coaching, counseling and client assistance from local leadership. You will benefit from the unbiased advice and guidance of our product specialists, the key learning and insights of our practice management experts and an array of customized marketing tools designed to fit your particular business style. It's a platform that supports you in every way, so that you can do the same for clients.
Ready to move to a firm that puts FAs first? Talk to a local leader about joining Merrill Lynch today. Enter your zip code below to get started.
