Account Manager
Core
Coordinates account administration and resolution of client issues for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior Account Manager (Trust & Estate Services)
Builds
Operational account servicing and client support workflows for sophisticated individuals, families, and institutions.
Domain
Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Account administration, client issue resolution, governing documents knowledge, service request management, action plan development, business applications proficiency, compliance management, business development support, mentoring, operational supervision
Preferred skills
Financial servicing experience, Peoplesoft, analytical problem solving, organizational skills
Responsibilities
Coordinate account administration for complex client relationships; Resolve client issues and communicate resolution steps; Develop working knowledge of governing documents and account agreements; Receive and route service requests to partners; Oversee action plans for client servicing events; Engage Client Support Services for account opening/closing and cash movement; Identify process improvements; Assist advisors in account acceptance and compliance reviews; Support business development and client presentations; Mentor junior employees; Supervise daily operational activities of junior staff.