Client Servicing Advisor

Bank of America; Bromley; On-site; GBP 30,000 - 45,000; Full time

Job summary

Join the Bank of America as a Client Servicing Advisor in Bromley, where you'll support multinational corporate clients with their everyday banking and treasury services. This role involves building solid relationships, managing client expectations, and collaborating with internal teams to ensure excellent service delivery. Benefit from a supportive workplace that values diversity and offers a range of wellness and flexible benefits.

Benefits

Private healthcare for employees and their families

Competitive pension plan, life assurance, and income protection

20 days of back-up childcare and adult care

Flexible benefits options

Access to emotional wellbeing and mental health support

Opportunity to donate to charities with matched contributions

Cultural membership program for discounted entry

Community volunteering opportunities

Qualifications

• Experience in client service or client-facing roles.
• Ability to prioritize an ever-changing workload.
• Desire to contribute to a culture of excellence.

Responsibilities

• Support clients with treasury movements and manage expectations.
• Act as front-line support and maintain client relationships.
• Advise clients on operational efficiencies and conduct service reviews.

Skills

Effective verbal communication

Effective written communication

Prioritization skills

Client relationship management

Job description

Job Description:

Job Title: Client Servicing Advisor

Corporate Title: Officer/Assistant Vice President

Location: Bromley

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Location Overview:

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Role Description:

We are seeking a Client Servicing Advisor to join our team in Bromley. Working with our varied multi-national corporate client base here in EMEA, you’ll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you’ll work in conjunction with several other internal teams to provide seamless delivery to and build relationships with a variety of client stakeholders.

Responsibilities:

We are looking for candidates who can but are not limited to.

• Support clients with all aspects of their treasury movements, managing expectations with regular updates.

• Act as our Front-line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.

• Form client relationships through regular verbal communication, understanding our client’s business and priorities.

• Advise clients through analysing, identifying operational efficiencies, repair reduction and self-service opportunities.

• Conduct face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.

• You will professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.

• You will leverage industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.

• You will partner with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.

What we are looking for:

• Experience in client service or client facing roles

• You will possess effective verbal and written communication skills

• Being able to prioritise an ever-changing workload

• You will have an appetite to evolve and add to a continued excellence environment

Skills that will help:

• Experience gained within financial services or investment banking would be a plus

• An understanding of cash management and/or treasury products and clearings would be a plus

• Fluency in a major European language in addition to English (French, Spanish, German, Italian or Dutch) would be a plus.

Benefits of working at Bank of America:

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

Bank of America:

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.