Workplace Benefits Client Service Manager

Bank of America; England; On-site; USD 69,000 - 100,000; Full time

Job summary

An established industry player is seeking a Workplace Benefits Client Service Manager to enhance financial wellness through effective client management. This role involves training plan sponsors, managing corporate events, and building strong relationships with clients. You will be instrumental in driving financial wellness initiatives and ensuring client satisfaction. Join a forward-thinking organization that values diversity and inclusion, offering you the chance to grow your career while making a significant impact in the financial sector. If you have a passion for client service and a knack for project management, this opportunity is perfect for you.

Benefits

Industry-leading benefits

Access to paid time off

Resources and support for employees

Annual discretionary award eligibility

Qualifications

• 3-5 years of related experience in client management and project management.
• Exceptional organizational skills and ability to adapt to client styles.

Responsibilities

• Train plan sponsors on using the Award Choice and ESPP platform.
• Manage corporate events and establish client relationships.
• Provide guidance and support to less experienced associates.

Skills

Client Management

Customer and Client Focus

Verbal and Written Communications

Problem Solving

Active Listening

Customer Service Management

Relationship Building

Account Management

Business Acumen

Project Management

Stakeholder Management

Education

High School Diploma / GED / Secondary School

Tools

Excel

PowerPoint

Access

Job description

Workplace Benefits Client Service Manager

Workplace Benefits Client Service Manager

Apply locations: Pennington, Jacksonville, Lone Tree

Time Type: Full Time

Posted On: Posted Yesterday

Job Requisition ID: 25011508

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. 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!

Responsibilities:

• Train plan sponsors on how to use the Award Choice and ESPP platform to support their participants and drive financial wellness.
• Stay abreast of new product developments and industry trends.
• Provide assistance to plan sponsors in the planning of their annual events.
• Manage and lead corporate events such as mergers, acquisitions, new product rollout, and plan changes.
• Liaison between plan sponsor and internal business partners.
• Establish client relationships, host client calls, and analyze questions, requests, and problems.
• Demonstrate ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.
• Provide client-specific information to our RBCC (Retirement Benefits Contact Center) agents to ensure satisfactory participant servicing.
• Participate in in-person client and prospect meetings.
• Provide work direction, guidance, and expertise to less experienced associates and may provide training on new and complex initiatives.
• Support team by assisting in the completion of special projects as required.

Skills:

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

Minimum Requirements:

• Must have a minimum of 3-5 years related experience.
• Well organized and client focused.
• Exceptional follow-up and follow-through skills.
• Ability to adapt their style to that of the client.
• Ability to handle multiple large and complex corporate relationships.
• Aptitude to learn a complex system platform.
• Ability to interact effectively with Senior HR and Finance executives.
• Superior project management skills.

Desired Qualifications:

• CEP Designation or working toward.
• Strong Excel, PowerPoint, and Access skills.

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency Details:

Pay range: $69,500.00 - $99,800.00 annualized salary, offers to be determined based on experience, education, and skill set.

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.