Senior Account Manager, Institutional Trust
Core
Senior Account Manager supporting large institutional asset owner clients (corporations, insurance companies, public funds, foundations) with cash, foreign exchange, and trade activity.
Role type
Senior IC account manager (institutional trust)
Builds
Client-directed transaction execution and service delivery for institutional asset owners
Domain
Financial services / Institutional Trust / Asset Servicing
Deliverable
client delivery
Required skills
trust and custody operations, securities, client servicing, transaction management, risk management, process improvement
Preferred skills
none stated
Technologies
online transaction initiation platform
Responsibilities
Serve as primary point of contact for client-directed cash, FX, and trade activity; Resolve client and internal inquiries related to transaction activity; Review client cash balances and coordinate resolution of exceptions; Partner with internal teams and external vendors to facilitate transaction execution; Provide guidance, demonstrations, and training on the transaction initiation platform; Develop and maintain client-specific procedures; Identify, escalate, and manage operational risks associated with client activity.
Seniority
Senior, hands-on IC