Client Servicing Analyst

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for conducting day-to-day client activities with the objective to foster positive client experiences. Key responsibilities include performing set-up and maintenance of client information and accounts, ensuring transactions are completed accurately adhering to deadlines, and addressing or resolving client inquiries. Job expectations include being client oriented and data driven, performing with a high degree of accuracy and attention to detail, while ensuring all account activities are in compliance with all regulations, policies, and requirements.

LOB Job Description:

As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing.  The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space.  This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.

Responsibilities:

• Assists with set-up and onboarding for new clients, expanding client relationships, and offboarding clients
• Conducts daily monitoring of client activity across multiple markets and lines of business
• Serves as a primary point of contact for client inquires and problem resolution
• Ensures transactions are completed accurately within a timely manner and before deadlines
• Assists in the preparation of frequent reports and other measures of data
• Interacts positively and effectively with all levels of management and associates
• Identifies and flags potential risks in a timely manner

Required Qualifications:

• 1-3 years of experience in futures and options markets
• 1-3 years of client facing experience
• The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients
• The candidate must be able to work in a fast paced environment and be an effective multi-tasker
• The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes 
• The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion
• Candidate should be proficient in Microsoft Excel, Word and PowerPoint
• The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets
• Knowledge of industry rules and regulations, as well as common street wide business practices is required
• Candidate should have experience covering large institutional clients while supporting cleared derivatives

Desired Qualifications:

• Strives to bring new thoughts and ideas to teams in order 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 - is a continuous learner
• 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

Skills:

• Active Listening
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Client Management
• Collaboration
• Customer Service Management
• Data Collection and Entry
• Prioritization
• Recording/Organizing Information

Shift:

Hours Per Week: