Philanthropic Client Manager
$90,800–$158,600 year
On-siteBoston, Massachusetts, United States
Job Summary
Review and approve various transactions and documentation for philanthropic investment management and trust accounts. Support and oversee teammates conducting account opening, closing, money movement, and maintenance while ensuring compliance with regulatory and legal requirements for donor-advised funds. Alert teammates and fiduciary managers regarding potential risk items and exposure, then answer incoming calls, emails, and voice messages to address detailed questions from internal financial advisor teams. Follow up promptly to resolve issues or escalate for help as needed, accurately handling a significant volume of work under daily and weekly deadlines. Work in-office in Boston minimum of 3 days per week, with limited time off during year-end giving season. Join a tight-knit team in a growing charitable gift fund line of business preparing for projected further growth.
Required Qualifications
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Able to work in-office in Boston minimum of 3 days per week
- Able to work extended hours/overtime, especially during year-end
- Limited time off during year-end (due to giving season)
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- Pay range $90,800.00 - $158,600.00 annualized salary
- Discretionary incentive eligible
- This role is eligible to participate in the annual discretionary plan
- Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company
- Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure
- Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity
- Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills int...
- Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. • Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • D...
- Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know ...
- Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency
- Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice
Desired Qualifications
- Customer service and financial services or non-profit/philanthropic experience preferred
- Able to understand and evaluate transaction documents and details
- Able to work with internal operations teams and vendor-partner team to resolve questions
- Able to understand and analyze legal documents
- Able to analyze and resolve complex issues
- Able to handle calls with internal partners, outside institutions, and outside counsel
- Able to review due diligence documentation re. charity and grant purpose eligibility
- Able to manage revocations for financial advisor access to CGF DAF portal
- Ability and inclination to learn and respond quickly, multi-task effectively
- Experience in philanthropy/philanthropic services, DAF specific is a plus and would add value
- Experience working in a Trust/Fiduciary setting and expertise in executing on the Fiduciary standard and related trust operational processing
- Experience with high-demand client services
- Experience in financial services ideally in the Philanthropic space
- Analytical Thinking
- Business Acumen
- Client Management
- Collaboration
- Relationship Building
- Active Listening
- Business Case Review
- Business Development
- Client Experience
- Branding
- Issue Management
- Account Management
- Strategy Planning and Development
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.