Trust Senior Associate - Boston jobs at Bank Of America in United States, Boston
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Job type
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Job title (1)
United States
State
Boston
27 jobs found
03.09.2024
BOA
Bank Of America Trust Senior Associate - Boston United States, Massachusetts, Boston
Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions. Serves...
Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients. Works with Trust Officer(s), responsible for managing a book of fiduciary/trust...
Actively support Client Teams in delivering consistently high-quality banking, credit, trust, fiduciary, and investment services to the most complex Private Bank clients. Support fulfillment of large and/or complex client needs...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Collaboration and development of strategic and tactical plans. Delivery and inspection of Merchant initiatives and campaigns. Participate in Business Line Reviews and delivery, inspection of tactics to drive performance. Ensure...
Strong General Partner (GP) network to source high quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit....
Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions. Serves...
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