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Relationship Manager

2 months ago

Northbrook, Illinois, United States Bank of America Full time
{"Job Title": "Relationship Manager", "Job Responsibilities": "

At Bank of America, we are committed to delivering exceptional client service and building strong relationships with our clients. As a Relationship Manager, you will be responsible for tracking client actions and activities, presenting timely updates to the team, and monitoring client satisfaction. You will also attend client review meetings to assist with relationship deepening conversations and execute on the team service model, including engaging with specialists and partners to address client needs.

Key responsibilities include managing aspects of the client relationship process, including client onboarding and resolving escalations. You will also assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy.

Required qualifications include a strong understanding of client management, business acumen, and portfolio management. You must also possess excellent communication skills, be able to lead through collaboration and influence without direct authority, and have a detail-oriented approach with strong organizational skills.

Additionally, you will have a thorough knowledge and understanding of the suite of Wealth Management products and services, as well as the ability to manage risk and support sound decisions.

We are seeking a highly motivated and results-driven individual who is passionate about delivering exceptional client service and building strong relationships. If you are a team player with a strong work ethic and a commitment to excellence, we encourage you to apply for this exciting opportunity.

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