Client Relationship Manager

3 weeks ago


New York, New York, United States Bank of America Full time

Job Title: Relationship Manager

Job Summary:

We are seeking a skilled 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.

Key Responsibilities:

  • Serve as a key point of contact for clients on non-administrative requests and needs
  • Support relationship management activities and develop, implement, and monitor the team's client service model
  • Assist with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition

Requirements:

  • Series 7, 63/65 or 66 or equivalent
  • Safe Act Registration
  • Ability to lead through collaboration and influence without direct authority
  • Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities

Benefits:

This role is eligible for a formulaic incentive plan and is currently benefits-eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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.



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