21 days old

Client Service Analyst II

Littleton, CO 80120
**Job Description:**

**Job Summary**

Responsible for the day-to-day resolution of complex problems and escalated client complaints regarding Private Bank (PB) client trust, investment, deposit and credit products, policies and procedures. Provide value added advice and recommend solutions to clients and associates. Ensure all customer complaints are resolved to customer's valid requirements, within corporate policy guidelines, and in compliance with all federal and state regulations, policies and requirements. Responsible to stay abreast of new product developments, process enhancements and regulatory changes impacting PB's products and services. Responsible for providing efficient, courteous service to inquiries and requests from internal associates and external clients. Act as liaison between PB and other business partners and subsidiaries to ensure that high quality and comprehensive client service is provided to PB clients in accordance with defined parameters. Client service includes client calls, transaction processing, inquiry response/research, account maintenance and analyzing customer questions, requests and problems. Responsible for providing work direction, guidance and expertise to less experienced associates and may provide training to associates on new and complex initiatives. Demonstrated ability to take ownership of issues and see them through to resolution with minimal supervision. Clearly recognized as a content expert by peers. Proactively assist other team members when workloads dictate. Update and maintain internal department system (Case Manager) for tracking and reporting. Support team by assisting Team Leader and/or Department Manager in the completion of special projects as required. Perform additional duties as assigned by Team Leader.

Responsibilities including planning, implementing, and administering 401(k), Stock Option, Non-Qualified Deferred Compensation, Employer Stock Purchase, Health and Welfare and Defined Benefit plans. Plan and implement strategies to reduce costs, improve quality, and meet current and future client and regulatory

requirements. Highlights included: Strategic and Tactical Planning, Mergers and

Acquisitions, Regulatory Compliance, Financial Audits, Investment and

Service Reviews, New Product Rollout, Relationship Penetration, Annual Compliance Testing and Filing, ongoing payroll process flows and investing,

administrative training and development and new business finals

presentation support.

**Required Skills:**

Ability to multi-task.

Excellent interpersonal and communications skills.

Strong technical knowledge of defined contribution and SOP plans.

Ability to interact effectively with Senior HR and Finance executives.

Superior project management skills, capable of working on multiple projects.

Well Organized and client focused; able to anticipate client needs.

Refined negotiating and objection handling skills.

Commitment to provide handling skills.

Willingness to travel.

Strong PC skills.

Defined Benefit experience a plus.

Minimum three to five years Defined Contribution experience.

**Posting Date** : 08/14/2018

**Location** :


- United States

**Travel** : Yes, 10% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

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**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Client Service Analyst II

Bank of America
Littleton, CO 80120

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