Client Outreach Manager
3 days ago
We are seeking an experienced Client Outreach Manager to join our team in a client-facing role within the financial services industry. As a key member of our Know Your Client (KYC) Outreach teams, you will be responsible for working with clients across various business sectors and regions to meet KYC requirements.
About the Role:
The successful candidate will serve as the primary point of contact for clients, ensuring that their KYC portfolios are up-to-date and compliant with internal governance routines. You will also oversee and resolve any risks or impacts associated with non-compliance, including restrictions, closures, and related business growth impacts. Additionally, you will gather client feedback to improve our processes and partner with colleagues across the organization to drive outreach initiatives.
Responsibilities:
- Serve as the key point of contact for clients and internal stakeholders
- Ensure timely collection of client required documentation
- Gather client feedback to improve our processes
- Partner with colleagues to drive outreach initiatives
In this role, you will have the opportunity to work independently with limited supervision, manage multiple projects, and demonstrate a self-starter behavior. You will also be expected to maintain strong organizational skills, prioritize competing priorities, and demonstrate excellent attention to detail. If you are a motivated individual with excellent communication skills, we encourage you to apply for this exciting opportunity
Requirements:
- 7+ years experience in a client-facing role within the financial services or a related industry
- Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions
- Bachelor's degree or equivalent work experience
This is a salaried position, offering an estimated annual salary of $120,000-$150,000 based on your experience and qualifications. The company offers a comprehensive benefits package, paid time off, and resources to support your career growth and well-being. Join our team at Bank of America and contribute to shaping the future of our clients and communities.
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