Equity Client Services Specialist

Job Description:

Job Title: Equity Client Services Specialist

Corporate Title: Assistant Vice Present

Location: Chester

Company Overview:

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.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. 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.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

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. Join us!

• Improves and simplifies the client experience, reducing manual touchpoints
• Ensures transactions are completed in an accurate and timely manner, managing escalations as needed
• Supports the preparation of frequent reports and other measures of data
• Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
• Identifies and flags potential risks in a timely manner

• Preferred experience in client services, account management or a similar operations/client facing role within financial services.
• An understanding of regulatory and documentation requirements for institutional client servces.
• Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
• Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
• Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.

• Excellent communications skills and ability to present to a senior audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.
• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work because of a disability or health reasons
• 20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum
• Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc
• Use of a flex fund to use towards benefits
• Access to free counselling through an Employee Assistance Programme and virtual GP services
• Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to join our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland's most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area