Account Services Lead – Trust & Wealth Management

The Northern Trust Company; Phoenix (AZ); Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Northern Trust is seeking a skilled professional to support complex fiduciary and custody relationships. The role emphasizes accurate account administration, issue resolution, and ongoing service delivery for high-profile clients in a dynamic banking environment.

You will collaborate with trust advisors and specialists, leveraging internal tools like PeopleSoft to maintain documents, process transactions, and monitor fee setups.

Formación

• Strong written and verbal communication skills.
• Experience with personal trust, estate, guardian and advisory services preferred.
• Knowledge of internal bank trust functions required.
• Analytical, problem solving and organizational abilities.
• College degree or equivalent work experience preferred.

Responsabilidades

• Coordinates account administration for fiduciary, investment, estate and custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners and facilitates service changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution; communicates status to clients.
• Engages Client Support Services Team on execution of events, openings/closings, cash movement, and fee setups.
• Identifies service efficiency improvements and process enhancements.
• Assists with client onboarding and ongoing relationship management tools.
• Mentors junior staff and may supervise daily activities.
• Facilitates discussions and reaches decisions.

Conocimientos

Account administration

Client servicing

Relationship management

Communication

Financial services knowledge

Educación

Bachelor's degree in Finance or related field

Herramientas

PeopleSoft

Descripción del empleo

Northern Trust is seeking a skilled professional to support complex fiduciary and custody relationships. The role emphasizes accurate account administration, issue resolution, and ongoing service delivery for high-profile clients in a dynamic banking environment.

You will collaborate with trust advisors and specialists, leveraging internal tools like PeopleSoft to maintain documents, process transactions, and monitor fee setups.