Fiduciary Account Manager
Core
Coordinates account administration and resolution of client issues for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
Role type
Senior IC Fiduciary Account Manager
Builds
Operational stability and service delivery for complex trust and estate accounts
Domain
Wealth Management / Trust & Estate Services
Required skills
Account administration, Client issue resolution, Governing document management, Service request coordination, Action plan development, Client communication, Business application knowledge, Trust/estate product knowledge, Process improvement, Systems knowledge
Preferred skills
Mentorship, Team supervision, Business development support, Client presentation support
Technologies
Peoplesoft
Responsibilities
Coordinate account administration for complex fiduciary and estate accounts; Resolve client issues and communicate resolution steps; Develop and maintain knowledge of governing documents and account agreements; Receive and process service requests; Oversee action plans for client servicing events; Engage Client Support Services for account opening/closing and cash movement; Assist Trust Advisors with account acceptance and compliance; Mentor junior employees; Facilitate discussions and reach decisions
Seniority
Senior, hands-on IC with potential for supervising junior staff