Account Manager - Wealth Management Advisory

Location: Phoenix, AZ, United States of America; onsite role

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

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.
• Oversee action plans for account setup, servicing events, account opening and closing, cash movement, fee setup, documentation, and follow-up.
• Support account acceptance, discretionary request analysis, compliance management, annual account reviews, and accurate maintenance of systems and client records.
• Identify service-efficiency and process improvements, maintain knowledge of relationship-management applications and client online tools, and support client presentations and business development.
• Serve as a subject-matter expert and mentor to junior employees; may supervise daily operational work without formal management responsibility.

Requirements

• Excellent oral and written communication skills.
• In-depth functional or industry knowledge of personal trust, estate, guardian, and advisory services and products.
• Knowledge of internal bank trust functions.
• Analytical, problem-solving, organizational, flexible, and adaptable capabilities.
• Technical and systems knowledge, including applications such as Peoplesoft.
• 5–7 years of experience in financial servicing or related experience or credentials preferred.
• A college or university degree and/or relevant proven work experience 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 an emphasis on financial strength and stability.
• Internal movement is encouraged and senior leaders are accessible.
• Inclusive workplace with opportunities to support communities through philanthropy.
• Employment-based visa sponsorship is not available, including sponsorship for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT, or other employment-based visas.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.