Senior Philanthropic Officer Spo jobs at Bank Of America
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776 jobs found
18.07.2024
BOA
Bank Of America Senior Philanthropic Officer SPO United States, Connecticut
Ensures a seamless client onboarding experience by coordinating with clients, Sales and Fiduciary teams on required documentation, Know Your Customer, and additional support processes. Administers accounts in adherence to fiduciary...
Ensures a seamless client onboarding experience by coordinating with clients, Sales and Fiduciary teams on required documentation, Know Your Customer, and additional support processes. Administers accounts in adherence to fiduciary...
Ensures a seamless client onboarding experience by coordinating with clients, Sales and Fiduciary teams on required documentation, Know Your Customer, and additional support processes. Administers accounts in adherence to fiduciary...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Help drive and support sales and business development activities in growing the foundation and endowment investment management business. Deliver pre- and post-sale customized consulting and advisory services to philanthropic prospects...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
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