Client Onboarding Manager

Bank of America • Pennington, AL

1d • Onsite

About The Position

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Institutional Retirement Onboarding Services Team within Workplace Benefits is responsible for the transition of corporate retirement plans to proprietary platforms. Projects include new conversions, company mergers, start ups and other various projects. The Client Onboarding Manager is responsible for the end-to-end projects of onboarding new and existing plans. They are the primary contact working with the client and their vendors to establish plan data transfer, recurring data transmissions, and establish accounts for asset transfers. Inclusive in the process is the accurate establishment of digital participant touch points and recordkeeping systems for platform processing. Projects require direct communication with plan sponsors, external vendors, and partnerships across various lines of business including Workplace Benefits Sales, Merrill Advisory, Product, Client Service and Operations. The successful Client Onboarding Manager has an in-depth working knowledge of retirement products and systems, excellent client service skills, and detailed project management skills. Typical project timeframes can range from 3 to 6 months or more depending on complexity and client needs. This requires the Client Onboarding Manager to successfully manage multiple projects with varying timelines and prioritize competing deliverables. The Client Onboarding Manager will have extensive interaction with the client, outside vendors and internal partners. The Client Onboarding Manager works as part of a team but does not have direct reports.

Requirements

• Highly organized with exceptional attention to detail
• Excellent project and time management skills
• Strong written and verbal communication skills
• Self-starter attitude; Demonstrates initiative while working independently
• Strong ability to influence/challenge and negotiate to keep all parties engaged in the process
• Advanced Microsoft PowerPoint and Excel skills
• Proven effectiveness in fast-paced, demanding, client-driven environment
• Ability to work in a team environment and maintain good working relationships
• 3-5 years retirement plan administration experience or similar project management experience
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Verbal Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience
• Branding
• Coaching
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Call Center, Client Service, or Plan Sponsor Experience
• Understanding of Award Choice recordkeeping systems
• Understanding of file layout specifications
• Prior systems conversion experience a plus

Responsibilities

• Project Management including prioritizing work, and meeting deadlines to complete projects on time and accurately.
• Leading Client and Vendor Calls to obtain required details and achieve results.
• Documenting key discussions and discovery details in writing; obtaining clarity and sign off.
• Influencing different members of the organization to obtain consensus and ensure client focus.

Benefits

• This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
• Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees