Sr. Client Service Manager
Apply locations Pennington Jacksonville Lone Tree time type Full time posted on Posted 2 Days Ago job requisition id 25000385
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Responsibilities:
* Manage the overall relationship with Institutional Retirement clients by implementing and administering retirement plans and changes.
* Serve as a strategic leader overseeing satisfaction, retention, and profitability of products to deliver exceptional client service.
* Assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, and lead event management activities.
* Responsible for the day-to-day management of Equity AwardChoice and ESPP clients (Plan Sponsors).
* Act as liaison between Workplace Benefits and other business partners to ensure high-quality client service.
Additional Responsibilities:
* Train plan sponsors on using the Award Choice and ESPP platform.
* Stay abreast of new product developments and industry trends.
* Provide assistance to plan sponsors in planning their annual events.
* Manage and lead corporate events such as mergers, acquisitions, new product rollouts, and plan changes.
* Establish client relationships, host client calls, and analyze questions, requests, and problems.
* Take ownership of client and internal issues and see them through to resolution.
* Provide client-specific information to our RBCC (Retirement Benefits Contact Center) agents.
* Participate in in-person client and prospect meetings.
* Provide work direction and training to less experienced associates.
* Support team by assisting in the completion of special projects.
Required Qualifications:
* Excellent communicator (both verbal and written).
* Well organized and client-focused.
* Minimum of 5 years related experience.
* Exceptional follow-up and follow-through skills.
* Ability to adapt style to that of the client.
* Ability to handle multiple large and complex corporate relationships.
* Aptitude to learn a complex system platform.
* Ability to interact effectively with Senior HR and Finance executives.
Desired Qualifications:
* CEP Designation or working toward it.
* Strong Excel, PowerPoint, and Access skills.
* Bachelor’s Degree strongly preferred or equivalent experience.
Skills:
* Client Management
* Customer and Client Focus
* Oral Communications
* Problem Solving
* Written Communications
* Active Listening
* Customer Service Management
* Relationship Building
* Account Management
* Business Acumen
* Superior Project Management
* Stakeholder Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details:
Pay range: $69,900.00 - $99,800.00 annualized salary, offers to be determined based on experience, education, and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan based on performance results and behaviors.
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees.
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