Custody Administration: Key Accounts Manager

TD Bank Group; Mount Laurel Township, Northern (NJ, KY); Ibrido; USD 91.000 - 136.000; Tempo pieno

Descrizione del lavoro

TD Bank Group in Mount Laurel, NJ is seeking a Custody Administration Account Manager to oversee an institutional custody book, coordinating with clients, managers and operations to ensure timely, accurate transactions. You will manage accounts including Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody.

The role requires a Bachelor's degree (or progressive experience) and at least 5 years in related custody or financial services.

Competenze

• Bachelor's degree or progressive work experience in addition to experience below
• 5+ years of related experience
• Thorough knowledge of Corporate Trust laws required
• Financial professional designation preferred
• Proven sales ability, including successfully attracting new Clients
• Attention to detail and excellent communication skills

Mansioni

• Administers an assigned book of Institutional Custody relationships
• Interacts with clients, third party manager and operations to ensure timely accurate transactions
• Maintains client records and files, updates information as needed
• Coordinates with senior staff to resolve complex client issues
• Meets with clients to review proposals and account plans

Conoscenze

Client relationship management

Communication skills

Sales ability

Attention to detail

Formazione

Bachelor's degree or equivalent experience

Descrizione del lavoro

TD Bank Group in Mount Laurel, NJ is seeking a Custody Administration Account Manager to oversee an institutional custody book, coordinating with clients, managers and operations to ensure timely, accurate transactions. You will manage accounts including Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody.

The role requires a Bachelor's degree (or progressive experience) and at least 5 years in related custody or financial services.