Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships
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
Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity

Excellent verbal and written communication skills
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products
Knowledge of trust functions
Analytical, problem solving, and organizational skills
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Workday)
A College or University degree and/or relevant proven work experience
5-7 years' experience in financial servicing or related experience/credentials

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
discretionary bonus program that may include an equity component

Account Manager – Wealth Management Advisory

Key skills