Senior Account Manager, Institutional Trust
Core
Senior Account Manager supporting large institutional asset owner clients (corporations, insurance companies, public funds, foundations, endowments, not-for-profit healthcare) with cash, foreign exchange, and trade activity.
Role type
Senior IC account manager (institutional trust)
Builds
Client service and transaction execution for institutional asset owners
Domain
Financial services / Institutional Trust / Asset Servicing
Deliverable
client delivery
Required skills
trust and custody operations, securities, financial services, client service, relationship management, analytical problem-solving, operational risk management, process improvement
Preferred skills
none stated
Technologies
online transaction initiation platform
Responsibilities
Serve as primary point of contact for client-directed cash, FX, and trade activity; Manage and resolve client and internal inquiries related to transaction activity; Review client cash balances and coordinate resolution of exceptions; Partner with internal teams and external vendors to facilitate transaction execution; Provide guidance, demonstrations, and training on the transaction initiation platform; Develop and maintain client-specific procedures for service delivery and risk management; Identify, escalate, and manage risks associated with client-directed activity.
Seniority
Senior, hands-on IC