Relationship Manager
Company: Disability Solutions
Location: New York
Posted on: October 15, 2024
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Job Description:
Job Description: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!Job Description:This job is responsible for
supporting the Financial Advisor (FA) team to further develop and
enhance existing client relationships. Key responsibilities include
serving as a key point of contact for clients on any
non-administrative requests/needs while supporting relationship
management activities and developing, implementing, and monitoring
the team's client service model. Job expectations include assisting
with client meetings related to investment strategy, account
performance, new products, and market developments to promote
growth and acquisition. This position is subject to SAFE Act
registration requirements. Pursuant to the SAFE Act requirements,
all employees engaged in residential loan mortgage originations
must register with the federal registry system and remain in good
standing. Since this position requires SAFE Act registration,
employees are required to register and to submit to the required
SAFE Act background check and registration process. Failure to
obtain and/or maintain SAFE Act registration may result in
disciplinary action up to and including
termination.Responsibilities:
Keywords: Disability Solutions, New Haven , Relationship Manager, Executive , New York, Connecticut
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