Senior Account Manager, Wealth & Trust Services

Northern Trust Corp

Los Angeles (CA)

On-site

USD 85,000 - 145,000

Full time

9 days ago

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Benefits offered by this job

Comprehensive benefits
Discretionary bonus program
401k and pension

Job summary

Northern Trust Corp is seeking a Sr. Account Manager in Los Angeles, CA. The role focuses on coordinating account administration for fiduciary and custody clients, while collaborating with Trust Advisors and Client Advisors to ensure accurate servicing and timely communication.

Applicants should have 5–7 years in financial servicing, a college degree, and strong knowledge of trust functions. The position offers a comprehensive benefits package and a competitive salary range.

Qualifications

  • Excellent oral and written communication skills are required.
  • In-depth knowledge of personal trust, estate, guardian and advisory services is required.
  • Analytical, problem solving, and organizational skills are required.

Responsibilities

  • Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
  • Develop and maintain knowledge of governing documents and account agreements.
  • Manage service requests and communicate with clients and partners to facilitate changes or transactions.

Skills

Communication skills
Analytical thinking
Problem solving
Organizational skills
Attention to detail

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust Corp is seeking a Sr. Account Manager in Los Angeles, CA. The role focuses on coordinating account administration for fiduciary and custody clients, while collaborating with Trust Advisors and Client Advisors to ensure accurate servicing and timely communication.

Applicants should have 5–7 years in financial servicing, a college degree, and strong knowledge of trust functions. The position offers a comprehensive benefits package and a competitive salary range.

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