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Philanthropy Client Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-29
Listing for:
Bank of America
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a Philanthropic Client Manager in Boston to support donor-advised fund operations for high-net-worth clients. You will review transactions, assist account openings, and ensure regulatory compliance while collaborating with financial advisor teams and external partners.
The role requires in-office work at least three days per week, strong analytical and communication skills, and a focus on risk management and client satisfaction.
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