Account Manager, WM Advisory
Core
Coordinates account administration and resolution of client issues for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior IC Account Manager (Trust & Wealth Management)
Builds
Operational account servicing and client support processes
Domain
Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Account administration, client issue resolution, governing documents knowledge, service request coordination, action plan development, business applications proficiency, compliance management, business development support, mentoring, operational supervision
Preferred skills
Financial servicing experience, estate/guardianship knowledge, Peoplesoft systems knowledge, analytical problem solving
Responsibilities
Coordinate account administration for complex client relationships; Resolve client issues and communicate resolution steps; Develop working knowledge of governing documents and account agreements; Receive and route service requests to partners; Oversee action plans for client servicing events; Engage Client Support Services for account opening/closing and cash movement; Identify service efficiency enhancements; Assist advisors in account acceptance and compliance reviews; Support business development and client presentations; Mentor junior employees and supervise daily operational activities