Philanthropic Client Manager

Vodafone; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading company in financial services is seeking a Philanthropic Client Manager to manage investment accounts and provide exceptional client service. This role involves collaborating with senior directors, ensuring client satisfaction, and supports the growth of philanthropic initiatives. Candidates must possess a high school diploma and prefer candidates with experience in customer service or nonprofit sectors. Join a growing team making a difference in philanthropic endeavors.

Qualifications

• Minimum education: High School Diploma / GED.
• Experience in customer service, financial services, or non-profit/philanthropy is preferred.
• Ability to work in a fast-paced environment.

Responsibilities

• Manage philanthropic investment and trust accounts.
• Provide client support and resolve issues via communication.
• Process work under deadlines and meet productivity expectations.

Skills

Analytical Thinking

Client Management

Collaboration

Active Listening

Relationship Building

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Philanthropic Client Managers (PCMs) are experts in managing philanthropic investment and trust accounts. They provide client support and execute fiduciary duties in compliance with all laws, regulations, policies, and procedures. PCMs consider the unique circumstances of their clients to proactively provide advice and solutions in nonprofit and private philanthropy accounts. They share responsibility with senior sales directors, institutional client teams, and other experts for managing and growing client relationships, ensuring client satisfaction, and delivering excellent service.

The Charitable Gift Fund (CGF), Bank of America's donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and recommend grants to public charities over time. In 2024, the CGF received $1.4B in charitable contributions and facilitated approximately $1B in grants.

The CGF has grown 20% annually over the last five years, outpacing the industry. With ongoing investments in technology and team expansion, the CGF is poised for further growth. This role offers an opportunity to join a close-knit team in a growing business line and to make positive impacts for clients and charities.

As part of the Client Services team, this individual will provide high-quality communication and service to CGF clients and their financial advisors. The position reports to the Service Team Lead and collaborates with team members, operations, and outside partners.

Responsibilities include but are not limited to:

1. Answering calls, emails, and voicemails to address questions and resolve issues
2. Following up promptly and thoroughly, escalating issues as needed
3. Learning routines and reviewing/approving grant recommendations
4. Communicating with clients, financial advisors, and charities to verify IRS-eligibility
5. Handling and processing a high volume of work under deadlines
6. Meeting productivity expectations based on experience
7. Supporting project-based work as needed
8. Limited time off during year-end due to the giving season

Desired skills and attributes:

• Ability to work in a fast-paced, collaborative environment
• Ability to build trust and rapport with team members and partners
• Effective multi-tasking and independent work skills
• Strong prioritization, attention to detail, and follow-through
• Active listening and issue identification
• Good judgment leading to resolutions or escalations
• Clear, professional communication via phone and email
• Proficiency in Microsoft Office and other systems
• Willingness to work in-office at least 3 days per week
• Flexibility to work extended hours during peak times
• Experience in customer service, financial services, or non-profit/philanthropy is 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

Participation in a work-from-home arrangement does not disqualify internal employees from applying.

Note: It is unlawful in Massachusetts to require or administer lie detector tests as a condition of employment. Violations may result in penalties.

Shift: 1st shift (United States of America)

Hours Per Week: 40