Associate Account Manager, Wealth Management Advisory

Coordinate administration and servicing of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for client relationships. Establish and maintain accounts, respond to inquiries, develop action plans and reporting, and help oversee transaction processing with the Client Support Services Team. Use governing documents and account agreements knowledge to manage service requests, document collection, fee set-ups, and continuous process improvements, while supporting business development and client presentations.