Senior Trust & Wealth Accounts Specialist

Northern Trust; Los Angeles (CA); Presencial; USD 85.000 - 145.000; Jornada completa

Descripción de la vacante

Northern Trust, a global financial services leader, seeks a skilled professional in Los Angeles to coordinate complex fiduciary and custody accounts while supporting trust advisors and client relationships.

The role demands 5–7 years of financial service experience, a college degree, and strong communication, analytical and organizational skills. A comprehensive benefits package and opportunities for professional growth accompany this position.

Formación

• A College or University degree and/or relevant proven work experience is preferred.
• 5-7 years experience in financial servicing or related experience/credentials preferred.

Responsabilidades

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.

Conocimientos

Excellent communication

Analytical thinking

Problem solving

Organizational skills

Educación

College or University degree

Herramientas

PeopleSoft

Descripción del empleo

Northern Trust, a global financial services leader, seeks a skilled professional in Los Angeles to coordinate complex fiduciary and custody accounts while supporting trust advisors and client relationships.

The role demands 5–7 years of financial service experience, a college degree, and strong communication, analytical and organizational skills. A comprehensive benefits package and opportunities for professional growth accompany this position.