Account Manager providing support to sales producers in developing new business opportunities and managing client renewals in commercial insurance. Engaging in marketing, proposals, and coverage negotiations.
About the role
- Account Manager in Wealth Management coordinating banking and investment services for ultra-high net worth individuals. Ensuring client satisfaction through communication and efficient service.
Responsibilities
- Responsible for coordinating banking/custody/fiduciary/investment administration for Wealth Management clients
- Identifies client needs and handles client inquiry resolution
- Coordinates set-up of account services and monitors client reporting
- Serves as main liaison for the client service team
- Identifies service efficiencies and process improvements
- Processes daily transactions as required by the client
- Assists with creating and implementing complex banking structures
- Coordinates the daily execution of client requests
- Ensures appropriate and necessary documentation is received and maintained
- Maintains internal documented procedures for assigned client relationships
- Works with relationship managers in developing/identifying additional business
Requirements
- Knowledge of trust/banking products and services usually acquired through related work experience
- Organizational and time management skills necessary in a daily deadline, time-critical environment
- Excellent verbal and written communication skills required
- Critical thinking, analytical, and problem-solving skills needed to identify and resolve client inquiries
- A College or University degree and/or 2-5 relevant experience in trust/banking operations experience preferred
- Client servicing experience and proven work record.
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
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