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    Relationship Manager - Birmingham, United Kingdom - Sports Technology Awards Group

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    Full time
    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.

    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.

    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.

    This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships.

    Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.

    Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition.

    Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

    Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
    Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
    Account Management
    Client Management
    Portfolio Management
    Referral Management
    Relationship Building
    Client Investments Management
    Customer Service Management
    must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
    Thorough knowledge and understanding of the suite of Wealth Management products and services
    Proven ability to manage risk and support sound decisions

    Shift:

    1st shift (United States of America)

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