Senior Wealth Advisory Account Manager

Sacbar; Los Angeles (CA); Hybrid; USD 78,000 - 128,000; Full time

Job summary

Northern Trust in the United States seeks a skilled fiduciary services professional to coordinate account administration for complex client relationships, including fiduciary, investment management, estate settlement, guardianship, and custody accounts.

The role emphasizes client communication, issue resolution, and collaboration with Trust Advisors and operations to ensure accurate setup, fees, and ongoing servicing with a focus on compliance and service excellence.

Qualifications

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate, guardian and advisory services.
• Knowledge of internal bank trust functions.
• Analytical, problem solving and organizational abilities.
• Flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. PeopleSoft).
• Degree and/or relevant proven work experience in financial servicing.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
• Resolves client issues and informs clients of steps taken to resolve requests.
• Maintains knowledge of governing documents and account agreements.
• Receives service requests and communicates with partners to facilitate changes.
• Oversees action plans for client servicing events and ensures execution and follow-up.
• Engages teams on execution of client servicing events and fee set-ups.
• Identifies service efficiency enhancements and process improvements.
• Maintains knowledge of tools used for relationship management.
• Assists in account acceptance, discretionary analysis, compliance, and annual reviews.
• Supports business development and client presentations.
• Mentor to junior employees and may supervise daily activities.

Skills

Excellent communication

Client servicing

Analytical skills

Problem solving

Organizational skills

Flexibility

Technical systems knowledge

Education

College or University degree

5-7 years financial servicing experience

Tools

PeopleSoft

Job description

Northern Trust in the United States seeks a skilled fiduciary services professional to coordinate account administration for complex client relationships, including fiduciary, investment management, estate settlement, guardianship, and custody accounts.

The role emphasizes client communication, issue resolution, and collaboration with Trust Advisors and operations to ensure accurate setup, fees, and ongoing servicing with a focus on compliance and service excellence.