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- Tasks: Manage client relationships and assist with inquiries for retirement products.
- Company: Join Bank of America, a leader in financial services committed to making lives better.
- Benefits: Enjoy competitive pay, industry-leading benefits, and opportunities for growth.
- Why this job: Make an impact while working in a diverse and inclusive environment.
- Qualifications: 5+ years of experience in client management; Bachelor's degree preferred.
- Other info: Participate in corporate events and provide training to less experienced associates.
The predicted salary is between 58000 - 76000 £ per year.
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 Description:
Responsible for the day-to-day management Institutional Retirement Products( Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between RPWS (Retirement & Personal Wealth Solutions) and other business partners to ensure that high quality and comprehensive client service is provided to RPWS clients.
Responsible for the day-to-day management of Equity AwardChoice and ESPP clients (Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between Workplace Benefits and other business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits’ clients.
Responsibilities:
Train plan sponsors on how to use the Award Choice and ESPP platform to support their participants and drive financial wellness.
Stay abreast of new product developments and industry trends.
Provide assistance to plan sponsors in the planning of their annual events.
Manage and lead corporate events such as events; mergers, acquisitions, new product rollout and plan changes.
Liaison between plan sponsor and internal business partners.
Establishing client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests, and problems.
Demonstrated ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.
Provide client-specific information to our RBCC (Retirement Benefits Contact Center) agents to ensure satisfactory participant servicing.
Participate in in-person client and prospect meetings
Responsible for providing work direction, guidance, and expertise to less experienced associates and may provide training to associates on new and complex initiatives.
Support team by assisting in the completion of special projects as required
Skills:
Client Management
Customer and Client Focus
Problem Solving
Customer Service Management
Relationship Building
Account Management
Business Acumen
Project Management
Stakeholder Management
Excellent communicator (both verbal and written)
Well organized and client focused
Must have a minimum of 5 years related experience
Exceptional follow-up and follow through skills
Ability to adapt their 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 Skills:
Bachelor’s Degree strongly preferred or equivalent experience
CEP Designation or working toward
Strong Excel, PowerPoint and Access skills
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
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 Description:
Responsible for the day-to-day management Institutional Retirement Products( Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between RPWS (Retirement & Personal Wealth Solutions) and other business partners to ensure that high quality and comprehensive client service is provided to RPWS clients.
Responsible for the day-to-day management of Equity AwardChoice and ESPP clients (Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between Workplace Benefits and other business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits’ clients.
Responsibilities:
-
Train plan sponsors on how to use the Award Choice and ESPP platform to support their participants and drive financial wellness.
-
Stay abreast of new product developments and industry trends.
-
Provide assistance to plan sponsors in the planning of their annual events.
-
Manage and lead corporate events such as events; mergers, acquisitions, new product rollout and plan changes.
-
Liaison between plan sponsor and internal business partners.
-
Establishing client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests, and problems.
-
Demonstrated ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.
-
Provide client-specific information to our RBCC (Retirement Benefits Contact Center) agents to ensure satisfactory participant servicing.
-
Participate in in-person client and prospect meetings
-
Responsible for providing work direction, guidance, and expertise to less experienced associates and may provide training to associates on new and complex initiatives.
-
Support team by assisting in the completion of special projects as required
Skills:
-
Client Management
-
Customer and Client Focus
-
Problem Solving
-
Active Listening
-
Customer Service Management
-
Relationship Building
-
Account Management
-
Business Acumen
-
Project Management
-
Stakeholder Management
-
Excellent communicator (both verbal and written)
-
Well organized and client focused
-
Must have a minimum of 5 years related experience
-
Exceptional follow-up and follow through skills
-
Ability to adapt their 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
-
Superior project management skills
Desired Skills:
Bachelor’s Degree strongly preferred or equivalent experience
CEP Designation or working toward
Strong Excel, PowerPoint and Access skills
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
US – CO – Lone Tree – 10375 Park Meadows Dr – Parkridge Four (CO9375)Pay and benefits informationPay range$69,500.00 – $89,100.00 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.
About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2.Think about why you can do the job and make a list of your skills that are relative to the job.
3.Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4.Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume
•Do be brief. Resumes should be 1-2 pages in length.
•Do be upbeat and active in your wording.
•Do emphasize what you have done clearly and concretely.
•Do be neat and well organized.
•Do have others proofread and critique your resume. Spell check. Make it error free.
•Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
•Don\’t be dishonest, always tell the truth about yourself in the most flattering light.
•Don\’t include salary history or requirements.
•Don\’t include references.
•Don\’t include accomplishments that do not support your professional goals.
• Don\’t include anything that isn\’t relevant. (For example, don\’t mention your fondness for swimming unless you want to work on the water.)
•Don\’t use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview
1.Anticipate –Put yourself in the interviewer\’s position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own \”great responses\” with others or in front of a mirror until you appear relaxed and at ease.
7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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Client Service Manager employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager
✨Tip Number 1
Familiarise yourself with the specific Institutional Retirement Products that Bank of America offers. Understanding these products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former Client Service Managers at Bank of America. They can provide valuable insights into the day-to-day responsibilities and expectations, which can help you tailor your approach during the application process.
✨Tip Number 3
Brush up on your project management skills, as this role requires managing multiple corporate relationships and events. Consider obtaining a certification or attending workshops to enhance your knowledge in this area.
✨Tip Number 4
Prepare to discuss your experience in client management and problem-solving during interviews. Have specific examples ready that showcase your ability to handle complex client issues and how you successfully resolved them.
We think you need these skills to ace Client Service Manager
Some tips for your application 🫡
Tailor Your CV: Make sure to customise your CV to highlight relevant experience and skills that align with the Client Service Manager role. Focus on your client management, problem-solving abilities, and any experience you have in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the financial industry. Mention specific examples of how you've successfully managed client relationships or resolved complex issues in the past.
Highlight Relevant Skills: In your application, emphasise key skills such as relationship building, project management, and excellent communication. Use concrete examples to demonstrate how these skills have contributed to your previous roles.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents to eliminate any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Bank of America
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Client Service Manager. Familiarise yourself with the day-to-day tasks, such as managing client inquiries and event management, so you can speak confidently about how your experience aligns with these duties.
✨Showcase Your Problem-Solving Skills
Given the emphasis on problem-solving in this role, prepare examples from your past experiences where you've successfully resolved client issues or improved processes. This will demonstrate your ability to take ownership and see issues through to resolution.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so come prepared with insightful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Excellent Communication Skills
As a Client Service Manager, strong communication is key. Practice articulating your thoughts clearly and concisely. Be ready to discuss how you’ve effectively communicated with clients and internal teams in the past, showcasing your verbal and written skills.
