Account Manager
Core
Coordinates account administration and resolution of client issues for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior Account Manager (Trust & Estate Services)
Builds
Operational account servicing and client support workflows for high-net-worth individuals and institutions
Domain
Wealth Management / Trust Services
Deliverable
client delivery
Required skills
Account administration, client issue resolution, governing document management, service request coordination, action plan development, business application knowledge, process improvement, compliance management, business development support, mentorship
Preferred skills
Trust/estate/guardian services expertise, Peoplesoft systems knowledge, analytical problem solving, organizational skills
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 support teams 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
Seniority
Senior, hands-on IC with mentorship responsibilities