Bank Of America Philanthropic Client Manager 

United States, Massachusetts, Boston 

359604955

Job Description:

Job Description:
Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships.

Responsibilities include but are not limited to:

• Answering incoming calls, emails and voice messages to address questions and resolve client issues
• Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed
• Learning routines and developing knowledge to review and approve grant recommendations
• Communicating with clients, ML FAs and PB client teams, and charities to verify IRS-eligibility for charities and grant purposes
• Accurately handling and processing a significant volume of work under daily/weekly deadlines
• Meeting expectations in line with experience for productivity levels
• Helping with project-based work as needed
• Limited time off during year-end (due to giving season)

Desired skills and attributes:

• Able to work and adapt in a fast-paced, collaborative, team environment
• Able to develop trust, rapport and respect with CGF team members and vendor partners
• Able to multi-task effectively and work independently (and with the team)
• Able to prioritize, manage details and follow through 100% of the time
• Able to listen actively and correctly identify issues/concerns
• Able to exercise good judgment leading towards resolutions or escalations
• Able to communicate clearly, professionally and efficiently on phone and via email
• Able to use Microsoft Office and learn additional systems
• Able to work in-office minimum of 3 days per week
• Able to work extended hours/overtime, especially during year-end
• Customer service and financial services or non-profit/philanthropic experience preferred

Skills:

• 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

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent