Account Manager
Core
Coordinate account administration and service delivery for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior Account Manager (Trust & Estate Services)
Builds
Client servicing events, account openings/closings, cash movements, and fee setups for sophisticated individuals, families, and institutions.
Domain
Wealth management, trust services, estate planning, and banking.
Deliverable
client delivery
Required skills
fiduciary account administration, governing document management, client issue resolution, action plan development, client support team coordination, discretionary request analysis, compliance management, annual account review, business development support, subject-matter expertise, junior employee mentorship, Peoplesoft systems knowledge
Preferred skills
in-depth functional knowledge of personal trust and advisory services, internal bank trust functions, analytical problem solving, organizational skills, flexibility
Technologies
Peoplesoft
Responsibilities
Coordinate account administration for complex client relationships; develop and maintain knowledge of governing documents and account agreements; receive and process client service requests; coordinate resolution of client issues; oversee action plans for client servicing events; assist advisors in account acceptance, discretionary analysis, compliance, and annual reviews; support business development and client presentations; identify service efficiency enhancements; mentor junior-level employees; facilitate discussions and reach decisions.
Seniority
Senior, hands-on IC with mentorship responsibilities