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Relationship Manager

2 months ago

Northbrook, Illinois, United States Bank of America Full time
Job Description

Job Summary:

We are seeking a highly skilled and experienced Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships, providing exceptional client service, and driving business growth.

Key Responsibilities:

  • Support the Financial Advisor team in developing and implementing client service models to drive business growth and client satisfaction.
  • Act as a key point of contact for clients on non-administrative requests and needs, providing timely and effective solutions.
  • Assist with client meetings to discuss investment strategies, account performance, new products, and market developments.
  • Monitor and report on client satisfaction, tracking client actions and activities to ensure the highest level of service.
  • Collaborate with specialists and partners to address client needs and resolve escalations.
  • Manage aspects of the client relationship process, including client onboarding and resolving client issues.
  • Assist in developing and monitoring the team's client book segmentation strategy.

Requirements:

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
  • SAFE ACT Registration.
  • Individuals in this role must maintain a Form ADV-2B, which provides clients with details on their experience and educational background.
  • Maintain at least one firm-approved designation.
  • Possess strong communication skills and the ability to lead through collaboration and influence without direct authority.
  • Detail-oriented with strong organizational skills and the ability to manage multiple tasks and priorities.
  • 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 and resolution.

Education:

High School Diploma / GED / Secondary School or equivalent.

Work Environment:

This role is subject to SAFE Act registration requirements and is a 1st shift position with 40 hours per week.

Equal Employment Opportunity:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law.