Senior Client Service Manager jobs at Bank Of America
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1,031 jobs found
23.06.2024
BOA
Bank Of America Senior Client Service Manager United States, New Jersey
Formulates Client Centric Business Plans, including retention strategies, with recurring client touchpoints and routines to drive plan feature optimization and client retention. Executes on Line of Business strategy by staying...
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and...
End-to-end onboarding process; including systems, documentation, and follow-up. New account opening and maintenance. Phone coverage for assigned advisors. IAP enrollment and maintenance. Process and manage client servicing requests and account...
End-to-end onboarding process; including systems, documentation, and follow-up. New account opening and maintenance. Phone coverage for assigned advisors. IAP enrollment and maintenance. Process and manage client servicing requests and account...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Formulates Client Centric Business Plans, including retention strategies, with recurring client touchpoints and routines to drive plan feature optimization and client retention. Executes on Line of Business strategy by staying...
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