8 days old

Global Custody Sr Relationship Mgr - Chicago, IL

Chicago, IL 60684
Global Custody Sr Relationship Mgr - Chicago, IL

Chicago, Illinois

**Job Description:**

Enterprise description:

Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services.

Job Description:

The client service advisor manages a book of GCAS accounts consisting of Custody, Escrow, and IPA products. Candidate must be on hand to offer premium Client service and provide assistance with Client queries and assist with the relationships between our Clients and operations groups. Up to date market knowledge on key initiatives and developments within the trade settlement space are essential. Directly interacting with Clients on a daily basis, you will be the main escalation point for all operational issues and will serves as Client advocate within BAML to ensure all clients needs are met.


Manage all daily service requests received from clients

Review and understand governing documents

Monitor account activity

Coordinate activity between client and operations

Respond to client inquiries and any exception processing

Participate in projects as required


Bachelors degree in finance or related field, or equivalent work experience

5+ years of Global Custody or AMS experience, including direct client communication

Excellent communications skills and ability to present to an audience

Ability to work under pressure in a team environment managing multiple projects/deadlines simultaneously

Working knowledge of equity and fixed income instruments, SWIFT, DTC/FED/Euroclear/Local Market security movement

Proficient computer skills and advanced Excel knowledge

Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired skills:

Knowledge of Sungard / FIS Global Plus Platform

Strong written and verbal proficiency in Spanish or Portuguese

Other 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.


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-08-01 Expires: 2020-08-31

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Global Custody Sr Relationship Mgr - Chicago, IL

Bank of America
Chicago, IL 60684

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