US Orphan Desai, Pankti B

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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 Institutional Retirement Products( 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 RPWS (Retirement & Personal Wealth Solutions) and other business partners to ensure that high quality and comprehensive client service is provided to RPWS clients.

Required Qualifications:

• Customer service skills
• Strong written and verbal communication skills to respond to Plan Sponsor inquiries
• Strong multitasking skills; ability to prioritize effectively
• Strong organizational skills
• Proven interpersonal skills
• Technology proficient

Desired Qualifications:

• Foundational knowledge of recordkeeping system
• Foundational knowledge of ERISA/Plan operations /compliance requirement
• Foundational knowledge of product offering
• Ability to manage small projects​

Skills:

• Client Management
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Written Communications
• Active Listening
• Customer Service Management
• Relationship Building
• Account Management
• Business Acumen
• Project Management
• Stakeholder Management

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

Shift:

Hours Per Week: