Senior Relationship Manager - Institutional Onboarding

Bank of America; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a proactive professional to join Global Markets onboarding. You will be the primary liaison for institutional clients, coordinating onboarding end-to-end, and driving premium client service while collaborating with sales, portfolio managers, and product specialists.

You will manage onboarding timelines, monitor SLA compliance, and coordinate with internal teams to ensure flawless go-live execution for medium-sized institutional accounts.

Qualifications

• 3-5 years of client-facing experience with ability to conduct discussions with clients in a confident manner
• 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. Candidate will be able to manage own time
• Previous 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

• 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 end-to-end
• Timely review of all active onboarding cases and escalation of SLA breaches; ensure go-live date is met
• 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

Legal Structures and Legal Forms

Oral Communications

Prioritization

Recording/Organizing Information

Written Communications

Data Collection and Entry

Education

Bachelor's degree in a related field

Job description

Bank of America is seeking a proactive professional to join Global Markets onboarding. You will be the primary liaison for institutional clients, coordinating onboarding end-to-end, and driving premium client service while collaborating with sales, portfolio managers, and product specialists.

You will manage onboarding timelines, monitor SLA compliance, and coordinate with internal teams to ensure flawless go-live execution for medium-sized institutional accounts.