Full-Time

Relationship Manager

Egp

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Mid

Leawood, KS, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Risk Management
Requirements
  • Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual’s experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC)
  • Maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills
  • Ability to lead through collaboration and influence without direct authority
  • Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution
Responsibilities
  • Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
  • Attends client review meetings to assist with relationship deepening conversations
  • Executes on the team service model, including engaging with specialists/partners to address client's needs
  • Manages aspects of the client relationship process, including client onboarding and resolving escalations
  • Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget