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Job Description: Job Title: Manager - Agency Transaction Management Corporate Title: Vice President Location: Bromley Company Overview: 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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location Overview: Join our bustling Bromley office, situated in one of London's greenest boroughs. Here you'll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: The successful individual is required to have a solid understanding of project management, credit agreement (LMA), credit underwriting process and risk methodology risk culture. Our offshore team in India also plays a major part in day to day transaction processing therefore regular contact is maintained with this team to ensure client satisfaction is maintained. This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analysing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting. Responsibilities: • Ongoing review of syndicated loan and supporting finance & security documentation, • Covenant monitoring through the collection and analysis of financial statements and information, with immediate distribution and posting of required documentation to the wider lender group., • Facilitating deal amendments and handling the collection of lender votes within required timeframes, • Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence, • Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines, • Develops and analyses procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas, • Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness, • Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Breaks down barriers to create a more inclusive environment that supports company D&I goals, • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations, • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success, • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization, • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance, • Efficiently allocates and manages resources across the organization to drive short- and long-term profitability, • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs, • Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage What we are looking for: • Responsible for the ongoing management of a portfolio of syndicated loans, • Extensive people management experience, • Loan Administration/ Loans & Agency Documentation Experience is Essential, • Loan product knowledge preferable, • Loan IQ experience, • Great customer and client Focus, • Good project management skills, • Engaged from a O&I standpoint, • Experience with stakeholder engagement, • Knowledge of risk methodology risk culture, • Experience with process improvement delivery, • Good communication skills. Skills that will help: • Microsoft Excel experience will be an advantage, • Excellent organisational and prioritisation skills, • Excellent communication skills at all levels, • Attention to detail, • Adaptability Benefits of working at Bank of America: UK • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner, • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons, • 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum, • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc., • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services., • Access to an Employee Assistance Program for confidential support and help for everyday matters, • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution, • Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions., • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. Learn more about this role

Brokerage Team Manager – Insurance | South London | £45k–£60k DOE + Hybrid + Benefits Are you an experienced Insurance Team Leader ready to take the next big step in your career? This could be the opportunity you've been waiting for! About the Business We’re proud to be partnering with a highly reputable, award-winning insurance broker with unrivalled access to a thriving community of over 48,000 small businesses across the UK. Specialising in tailored insurance solutions, they are known for delivering exceptional service and value to their members. The Opportunity We’re looking for a dynamic and experienced leader to join our client’s South London office as a Brokerage Team Manager. In this pivotal role, you’ll oversee both the Sales and Existing Business teams, providing strategic guidance, operational oversight, and expert support on all things related to general insurance. You’ll also play a key role in advising members, supporting Account Executives with new business, and driving service excellence across the board. Key Responsibilities • Lead and support the Sales and Existing Business teams, working closely with their Team Leaders., • Provide expert advice on general insurance matters to members and internal teams., • Assist Account Executives in delivering new business opportunities., • Produce and issue quotations, renewals, and mid-term adjustments., • Work with the existing team to work on retaining the customer service proposition, • Build and maintain strong relationships with insurers and underwriters., • Proven experience in selling SME insurance products., • CII FIT qualification (or working towards)., • Background in branch or broker sales roles., • Strong knowledge of the UK insurance market and its dynamics., • Familiarity with broking SaaS platforms (Acturis experience is a plus)., • Demonstrated success in meeting and exceeding sales targets., • Confident and capable team leader with a collaborative mindset.What’s on Offer, • Salary: £45,000 – £60,000 (depending on experience), • Hybrid working for better work-life balance, • 25 days annual leave (plus 1 extra day for each year of service up to 30 days), • Excellent company pension, • Life assurance, • Clear progression opportunities into client relationship management, • Vibrant office culture with great perks

Are you a proactive, highly organised professional with a passion for operational excellence and client success? The HR Dept South London are looking for a dedicated Business Operations Manager to play a pivotal role in overseeing our daily operations, managing customer relationships, coordinating H

Are you a proactive, highly organised professional with a passion for operational excellence and client success? The HR Dept South London are looking for a dedicated Business Operations Manager to play a pivotal role in overseeing our daily operations, managing customer relationships, coordinating H

Job Description Are you a proactive, highly organised professional with a passion for operational excellence and client success? The HR Dept South London are looking for a dedicated Business Operations Manager to play a pivotal role in overseeing our daily operations, managing customer relationship

Job Description Are you a proactive, highly organised professional with a passion for operational excellence and client success? The HR Dept South London are looking for a dedicated Business Operations Manager to play a pivotal role in overseeing our daily operations, managing customer relationship

Client Success Manager - Digital Media & Ad Tech - between £30K-£35K (DOE). You'll act as a central point of contact for internal teams and clients, ensuring campaigns are accurately set up, aligned with client goals, and supported by clear documentation and performance metrics. Our client is

The Client Success Manager will report to the Client Success Director and work closely with the client leadership team to ensure optimal delivery and satisfaction. As a Client Success Manager you will be the primary point of contact for our clients, ensuring they derive maximum value from our produc

Client Success Manager - Digital Media & Ad Tech - between £30K-£35K (DOE). You'll act as a central point of contact for internal teams and clients, ensuring campaigns are accurately set up, aligned with client goals, and supported by clear documentation and performance metrics. Our client is a fa

The Client Success Manager will report to the Client Success Director and work closely with the client leadership team to ensure optimal delivery and satisfaction. As a Client Success Manager you will be the primary point of contact for our clients, ensuring they derive maximum value from our produc

Account management for key clients to ensure client satisfaction and retention. Work collaboratively with internal departments to deliver outstanding client satisfaction. Maintain accurate records of client contact details and engagement.

The Client Success Manager will report to the Client Success Director and work closely with the client leadership team to ensure optimal delivery and satisfaction. As a Client Success Manager you will be the primary point of contact for our clients, ensuring they derive maximum value from our produc

As the Client Success Manager, you will be responsible for delivering a high-quality, responsive service to clients. We are seeking an experienced and motivated Client Success Manager with strong account management skills and a background in health and safety/compliance or facilities management/supp

Identify client needs that can be met through PL product development or technology partnerships, and support the growth arm of the Client Success team in the acquisition of new clients through development of effective case studies and business proposals. Positive Luxury is seeking an experienced Cli

We are seeking a Member Engagement / Client Success Manager to join our client’s creative, motivated and passionate team in this fast-growing business. Reporting to the Head of Member Engagement, the Member Engagement / Client Success Manager will work alongside their Membership Managers to build

Enterprise Client Success Manager. You will be a hands-on expert who sets our clients up for success. You will be the strategic partner and trusted advisor to our most important hospitality clients, driving their success by ensuring seamless implementation, accelerating product adoption, and cultiva

Client Success Manager at Private Equity Insights. As our Client Success, you get the unique opportunity to take ownership of our success. Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events.

As our Client Success professional, you will have the unique opportunity to take ownership of our success. Have 3+ years of experience in client management, account management, or customer success roles. How do you prioritize and manage multiple client accounts while ensuring high-quality service an

Shape and deliver client success plans. This is your chance to shape Customer Success from day one. We are building our Customer Success function from the ground up and this is the first hire.

We are seeking an experienced Client Success Manager with a background in market access consulting and project management to join our fast-growing Digital/AI Solutions team. Strong interest and background in client success, account management, or project management within market access. In this role

As a Client Success Manager, you will be the primary point of contact for our clients, ensuring they derive maximum value from our products/services. Client Success Manager (Marketing Effectiveness). The Client Success Manager should be a team player and possess effective communication and interpers

As a Client Success Manager at KOR, you will be the primary contact for our clients. Expanding revenue through pre-sales and existing client sales opportunities. Influencing client lifetime value via product adoption, satisfaction, and health scores.

Role description and requirements for a Client Success Manager who will work with multiple premier brands to provide first-class strategic client services, ensuring clients derive maximum value from products/services, building strong relationships, understanding client needs, and facilitating succes

Run updates or calls with clients to keep things aligned. Experience in an agency or similar client-facing environment. Clients work with us through unlimited design & Webflow plans, and we move fast—sometimes daily iterations.

As our Client Success Manager, you will have the opportunity to take ownership of our success. Client Success Manager at Insurtech Insights. Have 3+ years of experience in client management, account management, or customer success roles.

The Client Success Manager (Retail Media) role is an integral part of the team and is responsible for supporting our Retailers, partners and prospective clients. You will work closely with our Client Success and Business Development Leads to run day-to-day operations and assist in revenue generation

The Client Success Manager (Retail Media) role is an integral part of the team and is responsible for supporting our Retailers, partners and prospective clients. The role will see you working closely with our Client Success and Business Development Leads, to run day-to-day operations and assist in r

Client Success, Account Management, or Enterprise Support, ideally within a SaaS or FinTech environment. Sign in to set job alerts for “Customer Success Manager” roles. Anticipate client needs and proactively mitigate risk through client health monitoring, solutioning, and stakeholder alignment.

A growth mindset— you’re proactive, adaptable, and invested in elevating both your clients’ success and Ogury’s position in the industry. Exposure to international clients, cutting-edge tech, and career mobility within Ogury’s high-performing ecosystem. Lead executive client partnerships:.

As our Client Success, you will have the unique opportunity to take ownership of our success. Have 3+ years of experience in client management, account management, or customer success roles. Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deli

This position will collaborate with internal and external stakeholders to improve the client’s performance and success and drive renewal. Analytically track and optimize campaigns to best meet client goals and objectives. Collaborate closely with the sales team to build and maintain relationships

Our client Success team is at the heart of this transformation, and we’re looking for a dynamic Senior Client Success Manager to help us drive impact across the Banking sector. Our client Success team is at the heart of this transformation, and we’re looking for a dynamic Senior Client Success M

The Client Success Manager will work with the Travel Sales team and management in the execution of strategies and tactics designed to increase growth of the our current client base, improve client retention, upsell to increase revenue, identify opportunities for improvement, provide accurate and tim

Strategic Client Success Manager. You’ll be responsible for developing strategic partnerships with our clients, engaging with their BAU goals to increase adoption and engagement, while also working with clients in a strategic sense - multi-threading to board level and leveraging the resource at Pe

Analytically track and optimize campaigns to best meet client goals and objectives. Collaborate closely with the sales team to build and maintain relationships with clients, which include ongoing strategic consultation and support. Clearly communicate the progress of campaigns to clients and interna

The Client Success Team is composed of Client Success Managers (CSMs) who are well versed in cyber security, and whose purpose is to assist customers in getting the most value out of BlueVoyant platform and solutions. Location: Remote in the United Kingdom + Travel to Clients on Request.

Reporting to the Global Client Success Senior Manager, the Global Client Success Manager will be the day-to-day contact for our clients and Global Client Success teams (GCS) in delivering exceptional service and support to our global client base throughout the entire client lifecycle. This role offe

As the Client Success Manager, you will be responsible for delivering a high-quality, responsive service to clients. The Client Success Manager will be accountable for managing service deliverables and ensuring compliance with health and safety requirements for individual contracts. Their primary in

As our Client Success, you will have the unique opportunity to take ownership of our success. Have 3+ years of experience in client management, account management, or customer success roles. How do you prioritize and manage multiple client accounts while maintaining high-quality service and attentio

In the role of Client Success Manager, you will oversee the successful delivery of key clients’ projects, ensuring they are completed on time, within scope and meet the expected quality standards. Objectway is seeking a Client Success Manager to join the Service Management UK team in London. Regul

This is an exciting opportunity to join DataIQ’s Client Success team as a Client Success Manager to join our team to help us deliver value for our portfolio of enterprise Clients. Monitor Client account health metrics and take proactive steps to improve Client satisfaction and retention. Client su

Client Success Manager Training in NYC, with potential placement in a high-demand market discussed prior to hiring, such as Miami, Los Angeles, San Francisco, or New York, NY. As Chexology continues to grow its client base across new markets and industries, we’re expanding our Client Success team

The Client Success Manager will have previous leadership experience within Client Success, project management, and onboarding. The Client Success Manager is responsible for owning the end-to-end client experience. Client Success is responsible for handling operational escalations, working with our o

Proven success in growing the client/customer success function and overall customer-focused operations to support a rapidly growing business, ideally with exposure to driving revenue growth of a successful business. A track record of successfully leading and scaling similar functions, including but

FundApps’ Client Services team comprises over 20 professionals specialising in Implementation, Client Success, and Client Experience, with locations in London, New York, and Singapore. Client engagement: Develop best practices for client success, build strong relationships, and maintain consistent

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead covera

As a Client Success Manager, you will drive client satisfaction, retention, and growth by helping businesses maximize their investment in Emarsys. As a Client Success Manager, you will drive client satisfaction, retention, and growth by helping businesses maximize their investment in Emarsys. Experi

Client Success Manager (Conferences & Events) – London, UK-based. The successful candidate will communicate effectively with partners by telephone and through other professional channels, and will work closely with conference producers, marketing, sales, and operations teams to deliver successful