Relationship Manager II - CSG
Administer donor advised fund (DAF) accounts for non-profit organizations through communication with representatives of the organization, as well as the donors to the accounts. Responsible for maximum client service satisfaction for all donor advised fund related products and services as provided under various agreements and in accordance with corporate policies and legal requirements. Qualifications
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. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location:
United States-Massachusetts-Boston Internal Jobcode:
Wealth Management Organization:
WM Investments-HR13350 Requisition Number: