Bank Of America Relationship Manager 

United States, California 

288918488

Role Responsibilities

• Identify and own the client onboarding process

• Document client interactions and provide team with time sensitive updates

• Execute on team service model

• Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

• Engage specialists/partners to address client's needs

• Identify and own the client off boarding process

• Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure

highest level of client service

• Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• SAFE ACT Registration Required

• Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

• Obtain and/or maintain at least one firm approved designation

• Possess and demonstrate strong communication skills

• Ability to lead through collaboration and influence without direct authority

• Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

• 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/resolution

1st shift (United States of America)