Account Manager, WM Advisory
Core
Coordinates account administration and resolution of client issues for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior IC Account Manager (Trust & Wealth Management)
Builds
Operational account servicing and client support processes
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 knowledge, compliance management, fee review, business development support, mentoring
Preferred skills
Functional knowledge of personal trust/estate/guardian services, internal bank trust functions, Peoplesoft systems, 5-7 years financial servicing experience
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 process service requests; Oversee action plans for client servicing events; Engage Client Support Services Team for account opening/closing and cash movement; Identify service efficiency enhancements; Assist advisors in account acceptance and compliance reviews; Mentor junior employees; Supervise daily operational activities of junior staff
Seniority
Senior, hands-on IC with mentorship responsibilities