Account Manager, WM Advisory

About this job

Account Manager, WM Advisory Responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. This partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Relationship Advisors with client requests, meetings, and creating client presentations. Under general supervision (but works independently most of the time). Major Duties Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.…

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