The Sr. Account Manager, Wealth Management Advisory will support and service team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The role requires excellent communication skills, in-depth functional/industry knowledge, and analytical skills.
Requirements
- Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts
- Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems
- Develops and maintains working knowledge of governing documents and account agreements
- Receives service requests from clients and partners and communicates to service partners
- Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up
- Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups
- Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
- Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools
- Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process
- Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations
- Able to serve as a key subject matter expert and mentor to other more junior level employees
- May manage daily operational activities and supervise day-to-day work of junior level employees
- Able to facilitate discussions and reach decisions
Benefits
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits
