Account Manager, WM Advisory
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The role
Coordinate administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
Onboard, service, and maintain accounts; respond to client inquiries and prepare action plans and reports.
Support Wealth Management Relationship Advisors with client requests, meetings, and client presentations.
Oversee transaction processing and ensure accurate account set-up, fee arrangements, and documentation.
Identify service efficiency improvements and partner with teams to deliver proactive, compliant service.
Exhibit strong communication, analytical thinking, and attention to detail while mentoring junior staff as needed.
Onboard, service, and maintain accounts; respond to client inquiries and prepare action plans and reports.
Support Wealth Management Relationship Advisors with client requests, meetings, and client presentations.
Oversee transaction processing and ensure accurate account set-up, fee arrangements, and documentation.
Identify service efficiency improvements and partner with teams to deliver proactive, compliant service.
Exhibit strong communication, analytical thinking, and attention to detail while mentoring junior staff as needed.
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