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Workplace Benefits ITCS Relationship Manager

Boston, Massachusetts;Pennington, New Jersey

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works with sales, plan administration, and operations staff. May participate in finals presentations. Resolves complex problems and is assigned relatively smaller and less complex clients. Has a thorough understanding of clients requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff. Typically has five or more years of DC/DB related relationship management and/or plan administration experience. Strong communications skills and good working knowledge of the company's products and services. Operates under direction.

Job Responsibilities:

Maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works with sales, plan administration, and operations staff. May participate in finals presentations. Resolves complex problems and is assigned relatively smaller and less complex clients. Has a thorough understanding of clients’ requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff. Typically has five or more years of DC/DB related relationship management and/or plan administration experience. Strong communications skills and good working knowledge of the company's products and services. Operates under direction

• Build strong rapport with clients and internal partners to support the growth of Institutional Trust and Custody business.

• Develop, support, and implement new product initiatives and strategies.

Required Skills

• 3 or more years of DB/ITCS related relationship management and plan administration or similar experience

• Working knowledge of ERISA fiduciary trust responsibilities

Desired Skills:

• Background or experience working in the investment management industry is desired, as the candidate will have frequent, on-going interaction with Private Bank and Merrill associates to discuss strategic investment initiatives for client accounts.

Skills:

• Excellent written and oral communication skills, Strong organizational skills, Must handle pressure well in a multi-task environment, Must work in a team environment, therefore good interpersonal and client service skills are required, Ability to manage projects and work with cross-functional teams

• Client Management, Customer Service Management, Customer and Client Focus

• Problem Solving, Stakeholder Management, Benchmarking, Data and Trend Analysis

• Oral Communications, Benefits Plan Development, Consulting

• Customer Experience Improvement, Project Management

• Strategic Thinking

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .