Senior Account Manager

3 weeks ago


Potomac, Maryland, United States PathStone Full time
About the Role

We require a seasoned professional to join our team as a Senior Account Manager. This key position involves implementing client investment strategies, communicating with clients, drafting letters of instruction, and ensuring seamless execution of client transactions.

This individual will act as an information provider to accountants, banks, investment managers, and other professionals supporting clients, while also serving as a mentor and resource for junior colleagues on operational matters such as reconciliations, reporting, account openings, and transfers.



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