Sales Support & Client Onboarding Specialist

Bank of America; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America is seeking a Client Management support professional to assist in onboarding, KYC, and client relationship activities. You will partner with relationship management and sales support teams to ensure compliant onboarding, accurate data, and timely client engagement.

The role focuses on supporting due diligence, data quality, and client data systems, while coordinating with various partners to resolve service-related issues and drive client satisfaction.

Qualifications

• Proficient in Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Familiarity with bank products, services operations, and procedures for business/corporate clients.

Responsibilities

• Interacts with clients and teams to identify opportunities for client delight and retention.
• Ensures data integrity for onboarding, KYC, and related client data.
• Serves as the point of contact for account openings/closings and coordinates with support teams.
• Supports due diligence and AML/KYC processes to meet regulatory requirements.
• Researches and compiles sales leads for the client team.

Skills

MS Office

Written & Verbal Communication

Banking knowledge

Client focus

Interpersonal skills

Multitasking

Education

High School Diploma or GED

Job description

Bank of America is seeking a Client Management support professional to assist in onboarding, KYC, and client relationship activities. You will partner with relationship management and sales support teams to ensure compliant onboarding, accurate data, and timely client engagement.

The role focuses on supporting due diligence, data quality, and client data systems, while coordinating with various partners to resolve service-related issues and drive client satisfaction.