This position leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs.
In this role, the selected candidate will be responsible for the management of a portfolio of complex Corporate Trust clients/accounts and serve as the day-to-day contact for the assigned clients/accounts.
Requires a range of skills within a professional discipline including familiarity with principles, theories, concepts and technologies as well as applied knowledge of established procedures, policies and practices.
In this role, you will effectively communicate to technical and non-technical audiences at all levels in an organization, including developing and conducting effective presentations, developing procedural documentation, demonstrating products & solutions and writing customer proposals.
The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors.
Participating in and leading project workstreams, writing and reviewing business requirements, testing new development, participating in the conversion process for client onboarding projects, and process documentation.