Sr. Account Manager
Core
Coordinates account administration and client servicing for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior Individual Contributor Account Manager (Trust Services)
Builds
Operational account stability and client service execution for high-net-worth individuals and institutions
Domain
Banking / Wealth Management / Trust Services
Deliverable
client delivery
Required skills
fiduciary account administration, governing document management, client issue resolution, action plan development, client support team coordination, account acceptance process support, compliance management, annual account review, business application proficiency, business development assistance, process improvement, subject-matter expertise
Preferred skills
personal trust industry knowledge, internal bank trust functions knowledge, analytical problem solving, organizational skills, technical systems knowledge
Technologies
client on-line tools, business applications
Responsibilities
Coordinate account administration for complex client relationships; Develop and maintain knowledge of governing documents and account agreements; Receive and process service requests from clients and partners; Coordinate resolution of client issues; Oversee development and execution of action plans for client servicing events; Engage Client Support Services Team on account opening, closing, cash movement, and fee set-ups; Assist advisors with account acceptance, discretionary request analysis, compliance, and annual reviews; Assist with business development and client presentations; Identify service efficiency enhancements and process improvements; Mentor junior-level employees; Supervise daily operational activities of junior staff
Seniority
Senior, hands-on IC with mentorship and light supervision