Foundations & Endowments Custody Client Manager (Flexible Location) at BB&T (Atlanta, GA)

| Atlanta, GA
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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

The location is flexible but must be within the geography of Truist


Retirement & Institutional Services (RIS) Client Manager is an introductory relationship manager position overseeing small and/or less complex client relationships. This teammate is responsible for day-to-day delivery of the highest quality services to clients, including keeping them abreast of related laws and legislative changes, account information, general economic trends and consulting on the suitability of the existing accounts.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Serve as Client Manager to assigned institutional client relationship and deliver best-in-class client service and administrative solutions.

Work with current clients as well as internal partners and external COIs to expand relationships with both existing and prospective clients.

Manage smaller and/or less complex client relationships. Maintain autonomy of assigned relationships but have ability to interact and be mentored by more senior Client Managers as well as the Manager of Client Services.

Keep abreast of laws, regulations, trends, trust investment philosophy and other issues that may affect the administrative client service dynamics.

Continually reevaluate client services to ensure suitability to their changing business environment.

Develop a broad understanding and ability to effectively present our capabilities relating to trust and institutional custody.

Coordinate client meetings, to include meeting scheduling, strategic planning, meeting materials, and timely respond to follow up requests.

Responsible for the Risk Management/Compliance oversight and control for client relationships, including working closely with the account team on annual Reg 9 reviews, Anti-Money Laundering (AML) and Client Identification Program (CIP) responsibilities, fee/revenue management, new and lost business reporting, and other compliance and risk activities for assigned relationships.

Work with internal groups/teams to develop strategies and solutions for both clients and prospects. Work with internal teams on various departmental/business unit projects and initiatives.


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's Degree or equivalent education and related training

2. 3 years or more of client management or institutional experience

3. Strong communication skills (written and verbal) and excellent presentation and interpersonal skills.

4. Well-developed analytical and problem-solving skills, including well-defined financial analysis capability

5. Effective time and personal management

Preferred Qualifications:

1. MBA or JD

2. 5 years or more of client management or institutional experience

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
More Information on BB&T
BB&T operates in the Fintech industry. The company is located in Winston-Salem, NC. BB&T was founded in 1872. It has 17829 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 115 open jobs at BB&T, click here.
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