Account Manager, WM Advisory

Coordinate administration for complex fiduciary, investment management, and/or custody accounts while supporting client relationships. Serve as a point of contact for client inquiries, resolve issues, and develop action plans and reporting. Maintain knowledge of governing documents and account agreements, partner with the Client Support Services Team for servicing events and transactions, and help Wealth Management Relationship Advisors with requests, meetings, and client presentations. Mentor more junior employees under general supervision.