AVP, Client Services Advisor

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Detail information about job AVP, Client Services Advisor. Terms and conditions vacancy

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Job Title: Client Service Advisor, Assistant Vice President

About Bank of America Merrill Lynch:

Our purpose as a firm is to make financial lives better, through the power of every connection. Across the world, we partner with leading corporate and institutional investors through our offices in more than 40 countries. In the U.S alone, we serve almost all Fortune 500 companies and approximately 59 million consumers and small-business customers. We provide a full suite of financial products and services, from banking and investments to asset and risk management. We cover a broad range of asset classes, making us a global leader in corporate and investment banking, sales and trading.                             

Connecting Asia Pacific to the World

Our Asia Pacific team is spread across 23 offices in 12 markets. We are focused on connecting Asia to the world and the world to Asia, using our global expertise to ensure success is shared between us, our clients and our communities. Our regional footprint covers 12 currencies, more than a dozen languages and five time zones, placing us firmly among the region’s leading financial services companies.

Bank of America Merrill Lynch is committed to attracting, recruiting and retaining top diverse talent from across the globe. Our diversity and inclusion mission is to actively promote an inclusive work environment where all employees have the opportunity to achieve personal success and contribute to the growth of our business. Each of our global Employee Networks bring together employees, create dialogue and awareness in support of our Diversity and Inclusion mission.

Bank of America Merrill Lynch is an equal opportunities employer.

Position Description

Independently consults and acts as a liaison with business partners and clients to ensure client requirements are fully met for services requested within the specified timeframes. Responsible for the expedited resolution of escalated client requests, leveraging resources across other functional areas to ensure an integrated approach to enhanced relationship management and client delight. May participate in client planning or project management to position and deliver the full range of client service channels as part of the overall client relationship. Understands the end-to-end process and utilizes professional judgment in determining appropriate resolution of client needs. Responsible for keeping abreast of new product and compliance processes and requirements. Assures compliance with procedures, service level agreements and controls. Must be client focused, build and sustain relationships, transcend silos to achieve swift adoption and communicate crisply and candidly to drive client delight.

>include LOB and Role overview

Key Responsibilities

• Proactively manage the day to day servicing enquiries of all assigned clients
• Provide advisory services to clients
• Log, investigate and resolve all enquiries in a timely/accurate manner in accordance with Service Levels
• Provide consistent service and keep clients informed on status of all outstanding enquiries
• Liaise with local/overseas Bank’s, Business Partner’s and Preferred Banking Partner’s at all levels
• Analyze monthly client enquiry statistics to identify trends and recurring issues
• Attend, prepare and drive internal/external client meetings and/or presentations
• Market Treasury Service initiatives, successes and strengths to new/existing clients
• Actively participate in client planning and RFP processes
• Participate in assigned local and/or regional projects as required
• Provide back up support to other Client Services Advisor and be a team player

Key Requirements

• 3-5 years Client Service experience (preferably within an international/domestic payments banking environment)
• Strong interpersonal and problem solving skills
• Excellent written, communication and telephone skills essential
• Excellent typing and PC  skills (Windows, MS Office)
• Working knowledge of treasury, trade or cash management services
• Ability to work in high pressured environment and meet tight deadlines
• Experience with account opening, product or service documentation an advantage
• Good time management skills
• Strong team player with good work ethic
• Ability to work independently as part of an elite team
• Best practice orientated
• Self starter
• Attention to detail
• Highly organized
• Thrives on challenges
• Takes personal ownership
• Ability to demonstrate initiative and creative thinking
• Ability to build strong client relationships
• Adapts easily to change
• Commonsense approach – mature and confident
• Excellent personal presentation for face to face meetings with clients
• Friendly outgoing personality to deal with clients
• Flexibility with hours as and when required