U.S. Trust - Philanthropic Client Manager – Seattle WA

Bank of America


Date:
08/20/2017
2017-08-202017-09-19
Job Code:
bankofamerica-17022713SeattleWA
Categories:
  • Management
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Job Details

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Company Bank of America

Job Title U.S. Trust - Philanthropic Client Manager – Seattle WA

Jobid bankofamerica-17022713SeattleWA

Location: Seattle, WA, 98194, USA

Description **Job Description:**



•Primary point of contact for clients owning qualityof client service support, workingclosely with and providing leadership to supporting client service team (Mkt PA, PA, NPEs, etc.)•Professional delivery of client service and management of philanthropic accounts including compliance with all regulations, policies and procedures and managing fiduciary risk•Conduct discoveryto understand clients’ and partner needs to deliverappropriate solutions and advice to meet clients’ needs•Successfully work with COIs and the professional community to develop a network of external referral partners•Drive relationship expansion opportunitiesfor existing clients with Sr/ISDs,ICAs andPCAs•Providerelationship management expertise and support ISDs/PCAs in driving sales for new opportunities•Collaborate with teammates to deliver our full array of integrated solutions to clients•Promote the full breadth of our philanthropic services and solutions internally and externally to grow business, actively participating in the sales process as appropriate•Escalateremediation issues to Philanthropic Fiduciary Manager (PFM) and participate in remediation activities as required.



**Posting Date** : 04/03/2017



**Location** : US-WA-Seattle



**Travel** : Yes, 5% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



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