Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Immigration
Litigation - Whistleblower - CFTC
Min 6 yrs required
Institutional Investment Group Account Manager II Duties: Will be providing customer service to a portfolio of Retirement and/or Charitable account clients, over the phone, from inception to termination. Facilitate the resolution of routine and non-routine trust customer requests by collaborating on a regular basis to determine customer needs, analyze customer requests, assemble necessary information, disseminate requests to the appropriate internal staff or external vendors, follow up on and expedite the completion of requests, confirm implementation of requests and inform customer of completion. Expeditious and efficient resolution of non-routine problems. General coordination of certain regulatory compliance and legal functions.
Qualification and Experience
Qualifications: CTFA (Certified Trust Financial Advisor) licenses preferred. CPA, MBA and J.D. degree preferred. 6+ years in basic accounting or business finance. Must have previous experience in investments, client service and legal principals. Experience with not-for-profit, tax, and corporate structure is required. Must have excellent writing and communication skills. Must also have the ability to comprehend legal and federal regulatory documents.
Auto Req ID: 197407BR
Sign Up Now