Client Onboarding & Relationship Specialist

Bank of America; Washington (District of Columbia); On-site; USD 44,000 - 59,000; Full time

Job summary

Bank of America seeks a proactive professional to support client management teams, including sales referrals, KYC onboarding, and client retention. You will assist with front-line client interactions, data integrity, and process adherence to regulatory policies.

The role emphasizes collaboration across the Client Management Process, handling onboarding tasks, data accuracy, and cross-team coordination to ensure a seamless client experience.

Qualifications

• High School Diploma or GED required.
• Experience with Microsoft Office.
• Familiarity with bank products and corporate client operations.

Responsibilities

• Identify opportunities to support client delight and retention.
• Ensure data integrity for onboarding, KYC, and risk/compliance in systems of record.
• Serve as point of contact for account openings/closings and refer clients to appropriate teams.
• Support due diligence and AML/KYC policies.

Skills

Attention to Detail

Client Management

Data Quality Management

Active Listening

Oral Communications

Written Communications

Pipeline Management

Relationship Building

Customer Experience Improvement

Risk Management

Collaboration

Communications

Multitask

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office Suite

Job description

Bank of America seeks a proactive professional to support client management teams, including sales referrals, KYC onboarding, and client retention. You will assist with front-line client interactions, data integrity, and process adherence to regulatory policies.

The role emphasizes collaboration across the Client Management Process, handling onboarding tasks, data accuracy, and cross-team coordination to ensure a seamless client experience.