Account Mgr, WM Advisory

What you’d do

Coordinates administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships. Handles client service requests, action plans, and account setup, working with internal service partners. Full time in Phoenix, AZ. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Knowledge of governing documents and account agreements
• Client service and issue resolution experience
• Account administration experience
• Full time in Phoenix, AZ