Account Manager, Wealth Management Advisory
Under general supervision (but works independently most of the time), responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The 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. Organizing and executing on operational processes, required to manage client portfolios, including follow up. Monitor key portfolio investment and risk metrics. Coordinate creation of presentation materials for existing and prospective clients.
The key responsibilities of the role:
1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
2. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
3. Develops and maintains working knowledge of governing documents and account agreements.
4. 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.
5. 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.
6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
7. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
9. 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; 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.
10. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
11.Coordinate and support investment teams’ monthly REV and new account Processes.
12. Act as expert on investment tools and systems (eg., CRA, WealthBench, GPS, WM Alternatives, IWS, FactSet and Fee Proposal Tool).
13. Demonstrate engagement and enthusiasm for investment discipline.
14. Increase depth and expertise in the investment function.
15. Work on special projects as assigned.
Qualifications
A College or University degree and/or relevant proven work experience
Prior years’ experience in financial servicing or related experience/credentials
Excellent oral and written communication skills
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory 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
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
2501 N. Harwood, Dallas, 75201
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