2 customer account manager jobs found

This person oversees and manages the Service and Implementation team for Treasury Management, which has a primary focus of supporting the sales team, onboarding treasury management services, and servicing our commercial clients. This role serves as a key liaison between sales, clients, product management, and back-office operations, ensuring smooth implementation and ongoing management of treasury management services. Strong leadership skills, deep product knowledge, and a client-first mindset to enhance the overall client experience are required. Products Serviced:  Account Analysis; ACH; Business On-Line Banking; Positive Pay; Lockbox; Bill Pay; Reich & Tang DDM; Remote Deposit Capture (mobile and desktop); Wire; ICS; CDARS, Cash Vault Services Key Responsibilities: Client & Relationship Management Serve as the primary point of contact for escalation from her team members. Work closely with front-office sales relationship managers to...

Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the delivery of exceptional wealth management services to our clients. This role is a key client contact and is responsible for managing complex administrative and operational activities for high-net-worth client relationships, ensuring accuracy, compliance, and exceptional service.  The Senior Wealth Administrator partners closely with Wealth Advisors, Portfolio Managers, middle office and client-facing teams to deliver seamless client experience.    The ideal candidate brings deep knowledge of wealth operations, strong relationship management skills, and the ability to work independently while collaborating across teams.   Key Responsibilities All day to day administration for assigned clients  Administer and service a portfolio of complex wealth management accounts, including trusts, investment accounts, and client portfolios Execute and...