Investment Services Account Manager
About The Position
Responsible for the management of onboarding Investment Services accounts of various sizes to our online portal, Global Custody Pivot. IT&C Pivot Account Managers are responsible for ensure clients are onboarded accurately to the Global Custody Pivot platform ensuring an exceptional online experience. Interprets ITC User Authorization documentation and support documents to select appropriate coding within the Pivot Admin System. Regularly interacts with Relationship Management and Client Services teams, supporting the business line in their understanding of the client portal. Proactively engages Relationship Managers and Client Services Account Managers and Associates to identify issues with documentation, obtaining clarity on client requests and discuss opportunities that evolve with future enhancements. Ensures appropriate documentation is retained in house and maintains client Global Custody profile folder. Aids in reviews of Global Custody Paperwork, works with Client Services and Relationship Managers to clear any noted exceptions, responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. Identifies staff training needs, participates in training events, may coach, or assist in training Relationship Management and Client Services teams as well as aid in the training of less experienced IT&C Pivot Account Managers. Identifies and executes opportunities to create capacity and efficiencies. Participates on Investment Services and Trust Operations committees and projects.
Requirements
- Associate’s degree, or equivalent work experience
- Typically two to four years of job-related experience, preferably in institutional trust and/or financial industry
Nice To Haves
- Basic knowledge of trust administration, products and sales
- Basic knowledge of account management, trust operations, project management, and legal regulations
- Ability to develop new business
- Ability to resolve complex problems with minimal guidance
- Effective interpersonal, verbal and written communication skills
Responsibilities
- Manage the onboarding of Investment Services accounts to the Global Custody Pivot online portal.
- Ensure accurate onboarding of clients to the Global Custody Pivot platform.
- Interpret ITC User Authorization documentation and support documents for coding within the Pivot Admin System.
- Interact with Relationship Management and Client Services teams to support understanding of the client portal.
- Proactively engage with Relationship Managers and Client Services teams to identify documentation issues, clarify client requests, and discuss future enhancements.
- Ensure appropriate documentation is retained and maintain client Global Custody profile folders.
- Review Global Custody Paperwork and work with Client Services and Relationship Managers to clear exceptions.
- Respond to requests from WM&IS Risk Management, Trust Compliance, and Corporate Audit Services.
- Identify staff training needs and participate in training events.
- Coach or assist in training Relationship Management and Client Services teams.
- Aid in the training of less experienced IT&C Pivot Account Managers.
- Identify and execute opportunities to create capacity and efficiencies.
- Participate in Investment Services and Trust Operations committees and projects.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
