Workplace Benefits - Client Service Manager

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 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..

Required Qualifications:

• Strong Customer Service skills

• Strong written and verbal communication skills to respond to Plan Sponsor inquiries

• Multitasking skills; ability to prioritize effectively

• Strong organizational skills

• Proven interpersonal skills

• Technology proficient

• Must have a minimum of 5 years related experience

  Exceptional follow-up and follow through skills

  Ability to adapt their style to that of the client

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​

• Bachelor’s Degree strongly preferred or equivalent experience

• CEP Designation or working toward

• Strong proficiency in Microsoft Excel, PowerPoint, Microsoft 365, and AI tools such as Microsoft Copilot

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

* Can also be filled as a Sr. Client Service Manager depending on skills and experience.

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

Hours Per Week: 

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