New York, NY, 10176, USA
6 days ago
Client Servicing Specialist
Client Servicing Specialist New York, New York **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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients, opening, maintaining, and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients’ needs. **Responsibilities:** + Improves and simplifies the client experience, reducing manual touchpoints + Ensures transactions are completed in an accurate and timely manner, managing escalations as needed + Supports the preparation of frequent reports and other measures of data + Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk + Identifies and flags potential risks in a timely manner + Primary point of contact for client inquires and problem resolution + Act as a point of escalation for core operations teams within F&C client service as well as the broader organization + Daily monitoring of client activity across multiple markets managing risk and servicing clients daily needs + Drive operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk + Client visits and meetings as required + Metric reporting and analysis **Required Skills:** • 10+ Years of experience, preferably in a client service or middle office operations capacity • Excellent communications skills and ability to present to an audience • Ability to work under pressure individually and in a team environment • Ability to liaise with all levels of the firm and people with different experiences and backgrounds • Self-motivated • DTC, Euroclear and EMEA/APAC local market settlements knowledge a huge plus. **Skills:** + Active Listening + Attention to Detail + Customer and Client Focus + Oral Communications + Client Management + Prioritization + Adaptability + Critical Thinking + Innovative Thinking + Relationship Building **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) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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