Bank of America

Client Service Manager

Bank of America

full-time

Posted on:

Location Type: Office

Location: Lone Tree • Colorado • New Jersey • United States

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Salary

💰 $69,500 - $87,500 per year

About the role

  • Responsible for the day-to-day management of 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.
  • The Client Service Manager is responsible for managing the overall relationship with Institutional Retirement clients by implementing and administering retirement plans and changes.
  • Key responsibilities include serving as a strategic leader and overseeing the satisfaction, retention, and profitability of products to ultimately deliver exceptional client service and drive client retention.
  • Job expectations include assisting Plan Sponsors with inquiries related to individual participant issues, helping with system setup, and leading event management activities.

Requirements

  • Customer service skills
  • Strong written and verbal communication skills to respond to Plan Sponsor inquiries
  • Strong multitasking skills; ability to prioritize effectively
  • Strong organizational skills
  • Proven interpersonal skills
  • Technology proficient
  • Collaboration – can partner and establish relationships
  • Displays confidence
  • Ability to hold oneself accountable
  • Deep understanding of: Systems functions, Recordkeeping system, ERISA/plan operations/compliance requirement
  • Ability to manage complex projects and work with a cross-functional team
  • Ability to influence decisions
  • Experience in the Defined Contribution space
  • Experience in a client facing role
  • Foundational knowledge of recordkeeping system
  • Foundational knowledge of ERISA/Plan operations /compliance requirement
  • Foundational knowledge of product offering
  • Ability to manage small projects
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
recordkeeping systemsystems functionsERISAplan operationscompliance requirementsproject managementclient service managementevent managementdata uploadsreporting
Soft Skills
customer servicewritten communicationverbal communicationmultitaskingorganizational skillsinterpersonal skillscollaborationconfidenceaccountabilityinfluence