Senior Client Services Manager – Wealth & Trust

Northern Trust Corp; Los Angeles (CA); On-site; USD 78,000 - 128,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Discretionary bonus program

Job summary

Northern Trust, a global leader in wealth management and asset servicing, seeks an Account Manager in Los Angeles to coordinate account administration for fiduciary and custody relationships. You will manage client servicing events and collaborate with internal teams.

The role requires 5–7 years in financial services, a college degree, excellent communication, and the ability to mentor junior staff. A comprehensive benefits package is offered.

Qualifications

• A college or university degree and/or relevant proven work experience preferred.
• 5-7 years of financial servicing or related experience preferred.
• Strong oral and written communication skills are required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.
• Assists with business development and client presentations.
• Mentors junior employees and serves as a subject matter expert.

Education

Bachelor's degree

Job description

Northern Trust, a global leader in wealth management and asset servicing, seeks an Account Manager in Los Angeles to coordinate account administration for fiduciary and custody relationships. You will manage client servicing events and collaborate with internal teams.

The role requires 5–7 years in financial services, a college degree, excellent communication, and the ability to mentor junior staff. A comprehensive benefits package is offered.