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Client Service Manager
Bank of America Lone Tree, CO
Apply
$73k-95k (estimate)
Full Time | Banking 1 Month Ago
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Bank of America is Hiring a Client Service Manager Near Lone Tree, CO

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Responsible for the day-to-day management Institutional Retirement Products( Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between RPWS (Retirement & Personal Wealth Solutions) and other business partners to ensure that high quality and comprehensive client service is provided to RPWS clients.

Skills:

  • Client and Customer Service Management
  • Customer and Client Focus
  • Oral and Written Communications
  • Problem Solving, Active Listening, and Relationship Building
  • Business Acumen and Project Management
  • Stakeholder and Account Management

Required Skills:

  • Collaboration – can partner and establish relationships
  • Displays confidence
  • Ability to hold oneself accountable
  • Deep understanding of: Systems functions, Recordkeeping system, ERISA/plan operations/compliance requirement
  • Ability to manage complex projects and work with a cross-functional team
  • Ability to influence decisions

Desired Skills:

  • Bachelor’s Degree preferred
  • Minimum 5 years industry experience

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$73k-95k (estimate)

POST DATE

05/19/2024

EXPIRATION DATE

08/12/2024

WEBSITE

bankofamerica.com

HEADQUARTERS

FARMINGTON, NM

SIZE

>50,000

FOUNDED

1968

CEO

LINDA BOYCE

REVENUE

>$50B

INDUSTRY

Banking

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About Bank of America

Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.

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The job skills required for Client Service Manager include Customer Service, Client Service, Project Management, Planning, Products and Services, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Manager positions, which can be used as a reference in future career path planning. As a Client Service Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Manager. You can explore the career advancement for a Client Service Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Manager job description and responsibilities

Client services managers supervise a team of customer service associates to ensure that they provide an exceptional client experience to their customers.

02/12/2022: Kingsport, TN

Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.

01/27/2022: Knoxville, TN

Client service managers oversee the hiring, orienting, and training of staff for the department.

03/15/2022: Chicago, IL

Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.

03/18/2022: Monterey, CA

An client service manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.

01/19/2022: Pascagoula, MS

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Manager jobs

The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.

03/17/2022: Trenton, NJ

Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.

01/21/2022: Washington, DC

Build a strong commitment and resolve to deliver exceptional customer service.

02/15/2022: Grand Forks, ND

Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.

02/02/2022: Bangor, ME

Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.

01/28/2022: Fresno, CA

Step 3: View the best colleges and universities for Client Service Manager.

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