Account Manager, WM Advisory (Wealth Management)

Location: Los Angeles, CA, United States

Salary: $77,625–$128,225 USD per year

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Coordinate administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships.
• Receive and resolve client service requests, communicate actions and status, and coordinate with internal service partners.
• Manage account setup and closing, cash movements, fee setup, documentation, annual reviews, and ongoing account maintenance.
• Develop action plans for client servicing events and ensure timely execution, follow-up, and accurate system records.
• Identify service efficiency and process improvements while maintaining knowledge of relationship-management applications and client online tools.
• Support account acceptance, discretionary request analysis, compliance management, client presentations, business development, and mentoring of junior employees.

Requirements

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate, guardianship, and advisory services and products.
• Knowledge of internal bank trust functions, analytical problem-solving, organizational, flexibility, and adaptability skills.
• Technical and systems knowledge, including applications such as Peoplesoft.
• College or university degree and/or relevant proven work experience preferred.
• 5–7 years of experience in financial servicing or related experience or credentials preferred.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal movement and access to senior leaders.
• Retirement benefits, including 401(k) and pension plans.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community and philanthropic engagement.