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Bank Of America Sr Client Relationship Manager United States, New Jersey 162896111
Job Description:
Job Description:
Working independently, maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works closely with sales, plan administration, and operations staff. Participates in finals presentations. Resolves the most complex problems and is assigned larger and/or more complex clients. Has a thorough understanding of clients’ requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff. May provide guidance to more junior staff, may have formal supervisory responsibility. Typically, has more than five years of DC/DB-related sales and/or relationship management experience. Excellent communications skills and in-depth knowledge of the company's products and services. Operates autonomously. Seasoned individual contributor.
The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits. The Sr. CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Defined Contribution, Defined Benefit and Non-Qualified Deferred Compensation clients
The Sr. CRM will interface frequently with members of internal leadership
Primary Responsibilities:
Formulating Client Centric Business Plans including retention strategies
Creating and maintaining a high level of personal contact with your clients
Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks
Effectively managing P&L's for their book of business
Consultatively expanding additional products and services to support Client needs
Coordinate and deliver quarterly Service and Product Reviews with the team
Manage the various Service Support organizations to ensure a high level of service
Identify and leverage the multiple and broad resources Bank of America has to most effectively serve each of your client's unique needs
Required Skills:
10+ years of industry experience
Bachelor’s degree or equivalent work experience
Series 7 / Series 66 (or ability to obtain within Compliance deadline)
Thorough understanding of the Retirement Services / Benefits industry
Excellent interpersonal and communication skills
Ability to travel up to 25-50% of the time
Ability to manage complex projects and work with a cross-functional team
Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done
Ability to be conceptual, able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations
Additional benefit product knowledge and/or experience is a strong plus (Defined Benefit, Equity, and/or Health Savings)
Skills:
Client Management
Customer Experience Improvement
Problem Solving
Stakeholder Management
Customer Service Management
Data and Trend Analysis
Customer and Client Focus
Strategic Thinking
Benchmarking
Benefits Plan Development
Consulting
Project Management
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