Account Manager, WM Advisory
Core
Supports and services complex client relationships by coordinating administration of fiduciary, investment management, and custody accounts.
Role type
Senior IC Account Manager (Wealth Management Advisory)
Builds
Fiduciary, investment management, and custody account services for sophisticated individuals, families, and institutions
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Account administration, client relationship management, transaction processing, compliance management, action plan development, fee setup/review, document management, business application knowledge
Preferred skills
Wealth management experience, personal trust/estate services knowledge, analytical problem solving, mentoring junior staff
Technologies
Client online tools, internal bank trust functions, business applications
Responsibilities
Coordinate account administration for complex client relationships; Resolve client issues and communicate resolution steps; Develop and maintain knowledge of governing documents and account agreements; Process service requests and facilitate service changes; Execute client servicing events (account opening/closing, cash movement, fee set-ups); Assist Relationship Advisors with account acceptance, discretionary requests, and annual reviews; Identify process improvements for service delivery.
Seniority
Senior, hands-on IC with mentorship responsibilities