Bank Of America Trust Senior Associate - Boston 

United States, Massachusetts, Boston 

744578885

This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books of business, and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed.

Responsibilities:

• 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 as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates
• Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed
• Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups
• Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts

Skills:

• Active Listening
• Adaptability
• Attention to Detail
• Emotional Intelligence
• Prioritization
• Collaboration
• Critical Thinking
• Decision Making
• Oral Communications
• Written Communications
• Drives Engagement
• Innovative Thinking
• Mentoring
• Networking
• Problem Solving

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)