Institutional Account Administrator II

Support Relationship Managers for a group of custody accounts with higher complexity and/or risk, serving as the primary client contact and liaison to back-office operations. Ensure regulatory compliance and exceed departmental service levels by verifying and approving daily processing activities, researching and resolving client issues, and escalating concerns appropriately. Monitor and balance account activities, handle tax documentation, partner with securities lending and investment advisors, and mentor/train new team members.