Territory Manager – Continence Care
Coloplast
Associate Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Denver • Colorado, Minnesota, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $105,000 per year
Job Level
JuniorMid-Level
About the role
- Supports the Firms business objectives and contributes to the Markets profitability and revenue growth by ensuring the service expectations of our clients are met and exceeded
- Proactively manages the client experience across the Market
- ACRM functions as a member of the Market leadership team
- Partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions
- Participate in the overall delivery and management of the client service experience
Requirements
- 3 - 5 years financial services experience preferred
- Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65)
- Series 9 AND Series 10 (or Series 8) or equivalent licenses SIE strongly preferred
- Strong client service and communication skills
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
- Bachelor’s degree or equivalent work experience (desired)
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Discretionary incentive eligible
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experienceinvestment product knowledge401KOptionsAnnuitiesTaxRetirement PlansMoney FundsMutual FundsTrust Operations
Soft skills
client service skillscommunication skillsorganizational skillsplanning skillsprioritization skillsteam managementinfluencenegotiationsupervisiondelegation
Certifications
Series 7Series 66Series 63Series 65Series 9Series 10Series 8SIE
