Account Manager, Wealth Services — Equity Eligible

Quest Oracle Community; Los Angeles (CA); Presencial; USD 7700 - 128 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401k and pension

Medical, dental, vision benefits

Discretionary bonus program

Resumo da oferta

Northern Trust is seeking a collaborative Client Servicing Specialist to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. You will communicate with clients and partners, track service requests, and help ensure timely account setup and status updates.

You will develop knowledge of governing documents and fees, work with client on-line tools, and support Trust Advisors and

Qualificações

• Excellent oral and written communication skills required.
• In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services.
• Analytical, problem solving, and organizational skills.
• Technical skills / systems knowledge (e.g. PeopleSoft) required.

Responsabilidades

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
• Develop and maintain knowledge of governing documents and account agreements.

Conhecimentos

Communication skills

Industry knowledge

Analytical skills

Technical skills (PeopleSoft)

Formação académica

College degree

Ferramentas

PeopleSoft

Descrição da oferta de emprego

Northern Trust is seeking a collaborative Client Servicing Specialist to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. You will communicate with clients and partners, track service requests, and help ensure timely account setup and status updates.

You will develop knowledge of governing documents and fees, work with client on-line tools, and support Trust Advisors and