Client Service Manager

Bank of America

Client Service Manager at Bank of America managing retirement plans and client relationships. Ensuring satisfaction, retention, and profitability of services offered.

Posted 6/26/2026full-timeLone Tree • Colorado, New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $69,900 - $105,900 per yearWebsite

About the role

Key responsibilities & impact

Managing the overall relationship with Institutional Retirement clients
Implementing and administering retirement plans and changes
Overseeing client satisfaction, retention, and profitability of products
Assisting Plan Sponsors with inquiries related to individual participant issues
Helping with system setup and leading event management activities

Requirements

What you’ll need

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
Bachelor’s Degree or equivalent work experience
Minimum 5 years industry experience

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employee well-being

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Recordkeeping systemERISA complianceplan operationsproject management

Soft Skills

client relationship managementclient satisfactioninfluence decisionscross-functional teamwork