Account Manager, Wealth Management Advisory
Chicago
Workplace: OnsiteFull timeUSD 67,500 - 111,500 annuallyFunction: Customer Success & Account ManagementExperience: 5-7 yearsSkills: ["Communication","Problem-solving","Organizational skills","Adaptability","Flexibility"]Support and service complex client relationships by coordinating administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts. Serve as a key point of contact, respond to inquiries, develop servicing action plans, and oversee transaction processing with the Client Support Services Team. Apply expertise in governing documents and account agreements, improve service efficiency, and assist with client requests, meetings, business development, and client presentations.
