Client Service Manager

Bank of America

. Formulate client-centric business plans, including retention strategies, recurring client touchpoints, and routines to drive plan feature optimization and client retention .

Posted 9/28/2026full-timeUnited StatesMid-LevelSenior💰 $69,500 - $105,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing corporate client relationships and executing client-centric business plans, with a strong focus on client retention and satisfaction. Proficient in navigating complex projects and compliance requirements within the Defined Contribution space.

Highest-signal resume keywords

Client Relationship ManagementProject ManagementERISA ComplianceDefined Contribution ExperienceCollaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisRecordkeeping SystemsRetirement Plan AdministrationService Review CoordinationRisk Issue Analysis

Soft Skills

ConfidenceAccountabilityInfluencing DecisionsCollaboration

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Client-Centric Business PlansCorporate Client ServiceWorkplace BenefitsInstitutional RetirementPlan Sponsors

About the role

Key responsibilities & impact

Formulate client-centric business plans, including retention strategies, recurring client touchpoints, and routines to drive plan feature optimization and client retention
Execute Line of Business strategy by staying up to date on market conditions, handling escalated calls, resolving complex client issues, and analyzing data to address risk issues and trends
Partner with the Workplace Benefits team and other business stakeholders to provide high-quality, comprehensive corporate client service
Act as a liaison between the client and business to manage corporate client relationships and provide support
Work closely with high-profile Financial Advisors and Client Relationship Managers
Maintain high client satisfaction measured by internal and third-party benchmarks
Coordinate and deliver quarterly Service and Product Reviews for improvement and plan enhancement
Manage overall relationships with Institutional Retirement clients by implementing and administering retirement plans and changes
Assist Plan Sponsors with individual participant inquiries, system setup, and event management activities

Requirements

What you’ll need

Collaboration – can partner and establish relationships
Displays confidence
Ability to hold oneself accountable
Deep understanding of systems functions, recordkeeping systems, and ERISA/plan operations/compliance requirements
Ability to manage complex projects and work with a cross-functional team
Ability to influence decisions
Experience in the Defined Contribution space (desired)
Experience in a client-facing role (desired)
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive award based on individual, line of business/group, and Company performance
Benefits eligibility
Paid time off
Resources and support to employees