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As an Account Manager, on ourWealth Management team you will work closely with Trust Advisors on client requests, meetings, business development and the creation of client presentations to consistently deliver a high level of client service and support.
You will support/service team client relationships by coordinating the administration of complex fiduciary accounts. You will establish and maintain the account, respond to client inquiries, produce action plans and reports, and oversee transaction processing in coordination with the Client Support Services Team.
You will meet with clients, develop relationships, and hone presentations skills.
The Account Manager role provides an opportunity to learn more about our Trust and Advisory practice and planning techniques in team meetings and hands on experience.
The Account Manager:
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
Assists Trust 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.
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.
Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
Serves as a key subject matter expert and mentor to other more junior level employees.
Excellent oral and written communication skills – must be comfortable interacting with clients
In-depth Functional / Industry Knowledge of personal trust services and products, usually acquired through related work experience
Knowledge of internal bank trust functions
Analytical, problem solving, and organizational skills
Highly flexible and adaptable to change
Technical skills / systems knowledge with the ability to easily pick up new systems
Previous Relationship Management experience
A College or University degree and/or relevant proven work experience
4+ years’ experience in financial servicing or related experience/credentials
Trust background with a desire to learn
Professional designation/certification (or progress towards completion) such as CFP®, CFA, etc. is a plus.
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience, our 18,800 partners serve the world’s most sophisticated clients using leading technology and exceptional service.
As a Company partner, you will be part of a collaborative work culture that provides growth and opportunity along with financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to investing in and actively working to strengthen the communities we serve.
We recognize the value of a diverse workforce and embrace inclusion and diversity of culture, thought, and experience.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies.
“Ranked #1, America’s Best Employers for Diversity” (Forbes Magazine, 2018)
“A World's Most Ethical Company” (Ethisphere Institute, 2017 – 4th Consecutive Year)