Account Manager, WM Advisory
No visa sponsorship
Core
Coordinates account administration and resolution of client issues for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior Account Manager (Wealth Management Advisory)
Builds
Operational account servicing and client support workflows
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Account administration, client issue resolution, governing documents knowledge, service request management, action plan development, client communication, business applications knowledge, compliance management, fee review, business development support, mentorship
Preferred skills
Financial servicing experience, Peoplesoft, analytical problem solving, organizational skills