Bank of America Senior Client Service Officer in New York, New York

Job Description:

The CSO will serve as a member of the client relationship team partnering in administration and management of their portfolios. The CSO will be required to co-locate with the banking industry team, develop continuity with the client population, reach out and engage clients for key documentation, provide Quality Assurance representation from the line, and act as an escalation point for service or operational challenges. Interface between banking and finance to identify and rectify any revenue reporting gaps. Act as a primary point of coordination between Banking and AML Operations supporting the Customer Due Diligence process to ensure timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, other high risk indicators or industries, and related Know-Your-Client activities. Be the buffer and client advocate in simplifying how we leverage client continuity to deliver the most seamless, holistic service relationship across the firm.

Key responsibilities include but are not limited to:

  • Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives

  • Serves as point of contact for AML Ops, GFCC and relevant approvers in client outreach document requests

  • Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of GCIs, other coordination with DMO (including insuring DMO completes updates of information)

  • Escalation point for GTS outages or performance issues

  • Coordinator in tracking remediation against Flood and other challenges

  • Facilitate documentation requirements across ISDAs, Trade, Parent Guarantee or LoCs


  • Bachelors degree required

  • 1+ years of experience in financial services preferably with Corporate Banking or Investment Banking

  • Possesses an awareness and understanding of the bank and operational aspects of the products and services used by clients

  • Professional maturity and experience to interact with clients, senior bankers and senior management

  • Ability to manage multiple projects at once and work effectively as an individual and as part of a team

  • Must demonstrate a strong client focus

  • Must demonstrate strong interpersonal and overall communication skills (written and verbal)

  • Must demonstrate strong collaboration and teaming skills

Posting Date : 12/05/2018

Location :


  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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