Relationship Manager Relationship Manager …

The Bank of New York Mellon
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
The Bank of New York Mellon
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Relationship Manager
Relationship Manager II - CSG

Administer various planned giving accounts for non-profit organizations through communication with representative of the organization, as well as the donors and beneficiaries of the trusts. Responsible for maximum client service satisfaction for all planned giving products and services as provided under the trust instrument and in accordance with corporate policies and legal requirements. Education and training normally associated with a bachelor's degree preferably in accounting, finance or business or equivalent work experience. Knowledge consistent with a minimum of 5-7 years of experience in trust administration managing external client relationships through a financial institution. Experience in MicroSoft Office products;; experience in PG Calc/GiftWrap, Executive WorkBench and SEI helpful. Strong presentation skills as well as strong oral and written communication skills. Familiarity with various planned giving vehicles such as asset allocations and tax tiers. Understanding of investments typically acquired through specialized training and/or academic courses, relevant work experience or independent research.

Education and training normally associated with a bachelor's degree preferably in accounting, finance or business or equivalent work experience. Knowledge consistent with a minimum of 5-7 years of experience in trust administration managing external client relationships through a financial institution. Experience in MicroSoft Office products;; experience in PG Calc/GiftWrap, Executive WorkBench and SEI helpful. Strong presentation skills as well as strong oral and written communication skills. Familiarity with various planned giving vehicles such as asset allocations and tax tiers. Understanding of investments typically acquired through specialized training and/or academic courses, relevant work experience or independent research.


Primary Location: United States-USA-MA-Boston
Work Locations:
Job: Wealth Management
Organization: BNY MELLON
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