Account Mgr, WM Advisory
On-site · Houston, Texas, United States
Job Summary
Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Oversees service requests from clients and partners, informs clients of steps taken to resolve requests, develops action plans for client servicing events, and ensures execution and follow-up. Works with Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors on account acceptance, discretionary analysis, compliance management, and annual reviews. Supports client development and presentations, mentors junior staff, and utilizes core business applications for relationship management. Requires excellent oral and written communication and in-depth knowledge of personal trust and advisory services; 5-7 years of relevant experience and a college degree are preferred.
Required Qualifications
- College or University degree and/or relevant proven work experience is preferred
- 5-7 years experience in financial servicing or related experience/credentials preferred
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