Client Service Manager - Workplace Benefits page is loaded
Client Service Manager - Workplace Benefits
Apply locations Pennington Lone Tree Jacksonville time type Full time posted on Posted 2 Days Ago job requisition id 25027611
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 an 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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Responsible for the day-to-day management of Equity AwardChoice and ESPP clients (Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between Workplace Benefits and other business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits’ clients.
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 events; mergers, acquisitions, new product rollout and plan changes.
* Liaison between plan sponsor and internal business partners.
* Establishing client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests, and problems.
* Demonstrated 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
* Responsible for providing work direction, guidance, and expertise to less experienced associates and may provide training to associates on new and complex initiatives.
Requirements:
* Minimum of 5 years related experience
* 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:
* Bachelor’s Degree or equivalent experience
* CEP Designation or working toward
* Strong Excel, PowerPoint and Access skills
Skills:
* Client Management
* Customer and Client Focus
* Problem Solving
* Active Listening
* Customer Service Management
* Excellent communicator (both verbal and written)
* Well organized and client focused
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CO - Lone Tree - 10375 Park Meadows Dr - Parkridge Four (CO9375), US - NJ - Pennington - 1400 American Blvd - Princeton Place At Hopewell Bldg. 4 (NJ2140)Pay and benefits informationPay range$69,500.00 - $87,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
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Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
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•Do be brief. Resumes should be 1-2 pages in length.
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Seven steps to a successful interview
1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
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