Senior Account Manager
Core
Coordinates account administration and service requests for complex fiduciary, investment management, and estate settlement accounts.
Role type
Senior Account Manager (Trust Services)
Builds
Client servicing events, account set-ups, and operational resolutions for sophisticated individuals and institutions.
Domain
Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Account administration, governing documents knowledge, client issue resolution, action plan development, business applications proficiency, business development support, mentorship, process improvement, technical systems knowledge
Preferred skills
Financial servicing experience, estate/guardian services knowledge, analytical problem solving, organizational skills, Peoplesoft systems knowledge
Responsibilities
Coordinate account administration for complex client relationships; Develop and maintain knowledge of governing documents; Receive and process client service requests; Coordinate resolution of client issues; Oversee action plans for client servicing events; Engage support teams for account opening/closing and cash movement; Assist advisors in account acceptance and compliance reviews; Support business development and client presentations; Mentor junior-level employees.
Seniority
Senior, hands-on IC with mentorship responsibilities