Account Manager, Wealth Management Advisory

Location: Houston, TX; office-based onsite role at 2501 N. Harwood, Dallas, TX 75201.

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 of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Manage client service requests, resolve issues, communicate account status, and coordinate required documentation and transactions.
• Develop action plans for account servicing events and oversee execution with the Client Support Services Team.
• Support account acceptance, discretionary request analysis, compliance management, annual reviews, fee setup, and account data maintenance.
• Monitor portfolio investment and risk metrics and coordinate presentation materials for existing and prospective clients.
• Identify process improvements, support investment team monthly processes, and serve as an expert on investment tools and systems.

Requirements

• College or university degree or relevant proven work experience.
• Prior experience in financial servicing or related experience and credentials.
• Excellent oral and written communication skills.
• Functional knowledge of personal trust, estate, guardianship, and advisory services and products.
• Knowledge of internal bank trust functions, with strong analytical, problem-solving, organizational, flexibility, and adaptability skills.
• Must work onsite and be authorized to work in the U.S. without employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community support.
• Reasonable accommodations are available throughout the employment process.