Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.
This role is responsible for day to day oversight of all activities occurring within RPWS Institutional Trust and Custody client account relationships on the Bank of America proprietary trust accounting platform. By way of a thorough understanding of clients’ needs and requirements, ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works with sales, plan administration, and operations staff to enhance and deepen relationships. Expected to participate in presentations to prospective clients; and on-going thought leadership communication. Expected to resolve complex problems; and is therefore assigned relatively larger and more intricate plans/relationships.
Shift:1st shift (United States of America)
Hours Per Week:40
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