Account Manager – Wealth Management Advisory

Account Manager – Wealth Management Advisory

Requirements

• Excellent oral and written communication skills are required
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required
• Analytical, problem solving, and organizational skills are required
• Highly flexible and adaptable to change
• Technical skills / systems knowledge (e.g. Workday) is required

Responsibilities

• 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; obtains appropriate information from partners and clients to facilitate service changes or transactions.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
• 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 Relationship Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up to date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
• Assists Relationship 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 (but not a formal management role).
• More technically sound in area of expertise and has broader knowledge of other areas.
• Able to facilitate discussions and reach decisions.

Preferred Qualifications

• A College or University degree and/or relevant proven work experience is preferred.
• 2-5 years’ experience in financial servicing or related experience/credentials preferred.