Sr Account Manager, Wealth Management Advisory
Core
Maintains complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for sophisticated clients.
Role type
Senior Account Manager (Wealth Management Advisory)
Builds
Client service plans, account reports, and transaction processing workflows
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Account administration, fiduciary services coordination, estate settlement management, client relationship management, compliance management, action plan development, service request resolution, business application proficiency, mentoring junior staff
Preferred skills
Industry knowledge of personal trust and advisory services, financial servicing experience
Technologies
Microsoft Office, client online tools
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 support teams for account opening/closing, cash movement, and fee set-ups; Assist advisors with business development and client presentations; Mentor junior-level employees and facilitate team discussions
Seniority
Senior, hands-on IC with mentorship responsibilities