Account Manager, WM Advisory

Coordinate administration and servicing of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex wealth management relationships. Serve as a key contact for client inquiries, develop action plans, oversee transaction processing, and partner with client support teams to execute onboarding and servicing events. Apply knowledge of governing documents and account agreements, contribute to service/process improvements, mentor junior employees, and support client presentations and business development.