Relationship Manager

3 days ago


Schiller Park, Illinois, United States Bank of America Full time

**Job Overview:**

We are seeking a seasoned professional to join our Client Onboarding team as a Sr Relationship Manager II. This role will be responsible for providing exceptional client service and onboarding product expertise to Institutional clients across various Fixed Income and Equity products within Global Markets.

**Key Responsibilities:**

* Partner with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts* Promote investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments* Deepen and enhance existing relationships with institutional clients during client meetings and interactions* Coordinate on internal processes and documents to deliver a quality and on-time product to Global Markets clients* Onboarding Associate serves as the voice of the client, enables the strategic development of the client service model and technology platforms

**Required Qualifications:**

* 2-3 years Onboarding experience (asset managers, hedge funds, or other client types)* Working knowledge of AML / KYC and Regulatory requirements for client onboarding* Executive Level written and verbal skills* Detail-oriented to ensure quality and accurate work product* Comfortable working under defined timelines* Strong Microsoft Office (Work, Excel, PowerPoint, Visio, Outlook) skills* Executive Presence* Ability to manage priorities* Self-motivated and able to work unsupervised

**Salary:** $85,000 - $110,000 per year, based on experience and qualifications.



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