Senior Institutional Client Relations Lead

Bank of America; New York (NY); On-site; USD 100,000 - 171,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in New York seeks a client-facing professional to coordinate sales and onboarding activities for medium-sized institutional accounts. You will support relations with sales, portfolio managers, and product specialists while promoting investment product sales and ensuring timely onboarding.

You will manage end-to-end onboarding, meet SLA goals, and collaborate with internal teams to deliver quality service to Global Markets clients.

Qualifications

• 3-5 years of client-facing experience.
• Bachelor's degree in a related field.
• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised.
• Experience within a client service team with focus on Trade Management or Client Integration.
• Knowledge of Operational Risk, AML/KYC Policy and Procedures, and Trade Lifecycle Management.

Responsibilities

• Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance.
• Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments.
• Deepens and enhances existing relationships with institutional clients during client meetings and interactions.
• Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients.
• Ownership and management of client onboarding experience E2E.
• Timely review of all active onboarding cases and escalation of SLA breaches; aim to meet go-live dates.
• Liaising with other internal departments to ensure go-live date met.
• Involvement in ad hoc projects for new processes or industry initiatives.
• Management of KPI data to ensure onboarding portfolio is balanced and achievable.

Skills

Attention to Detail

Oral Communications

Written Communications

Data Collection and Entry

Prioritization

Recording/Organizing Information

Education

Bachelor's degree in a related field

Job description

Bank of America in New York seeks a client-facing professional to coordinate sales and onboarding activities for medium-sized institutional accounts. You will support relations with sales, portfolio managers, and product specialists while promoting investment product sales and ensuring timely onboarding.

You will manage end-to-end onboarding, meet SLA goals, and collaborate with internal teams to deliver quality service to Global Markets clients.