Client Relationship Manager – Banking & Investments
Bank of America
Job Level
Mid-LevelSenior
About the role
- We are seeking a customer-obsessed, performance-driven Account Manager to join our growing VIP Account Management team. In this role, you will own a book of high-value customers of our Main App, delivering white-glove service to maximize client satisfaction, retention, and revenue growth. Your mission is to build deep, trusted relationships with top-tier customers, helping them to unlock more value through tailored support, insights, and product engagement. This is a high-impact role for someone who thrives at the intersection of client service, performance accountability, and the fast-based world or crypto. Key Responsibilities: Client Relationship Management: - Manage and grow a portfolio of high-value traders, acting as the main point of contact and advocate for each client. - Deliver concierge-level support and guidance, offering proactive outreach and rapid response to client needs. - Provide personalized insights, market intelligence, and platform tips to drive engagement and deepen client loyalty. Performance & Revenue Growth: - Identify and execute on cross-sell and upsell opportunities that align with client needs and behaviors. - Monitor client usage and AUM to uncover growth opportunities and retention risks. - Drive product adoption and trading frequency by surfacing relevant features and tools. Client Strategy & Collaboration: - Track client satisfaction through NPS and qualitative feedback loops, driving continuous improvement in service delivery. - Work closely with Product, Marketing, Risk, and Compliance to deliver a seamless client experience and elevate the voice of the customer internally. - Help grow the business through referrals, network expansion, and deep relationship-building.
Requirements
- 4+ years of experience in client-facing roles such as account management, relationship management, sales, or customer success—ideally in crypto, fintech, trading, or financial services.
- Proven ability to manage high-value/HNW clients with exceptional service standards.
- Deep understanding of crypto markets and trader behaviors (or strong eagerness to learn quickly).
- Fluent in one or more languages relevant to your regional market; strong cultural awareness and appreciation required.
- Highly organized, data-driven, and performance-oriented.
- Confident communicator and trusted advisor with strong interpersonal skills.
- Ability to thrive in a dynamic, fast-paced, and compliance-conscious environment.
