Sr. Account Manager – Advisory

We are seeking a Sr. Account Manager – Advisory to coordinate account administration, develop working knowledge of governing documents, and oversee development of action plans for client servicing events. The successful candidate will benefit from having excellent oral and written communication skills, in-depth knowledge of personal trust and estate services, and analytical and problem-solving skills.

Requirements

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• 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
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• 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.
• 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;
• 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 with business development and client presentations.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• 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
• Delivers a work product that requires less revision
• Able to facilitate discussions and reach decisions

Benefits

• 401k Matching
• Retirement Plan
• Paid Time Off
• Parental and Caregiver Leave
• Life & Accident Insurance
• Disability Benefits
• Voluntary and Well-being Benefits