Strategic Trust Services Account Manager

Quest Oracle Community; Los Angeles, Northern (CA, KY); Hybrid; USD 78,000 - 128,000; Full time

Job summary

Northern Trust is seeking a qualified professional to support fiduciary and custody clients, coordinating account administration and issue resolution for complex relationships. You will work with Trust Advisors and global teams to ensure accurate setup, fee review, and timely communications.

The role requires deep knowledge of trust functions, strong analytical skills, and experience in financial servicing.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth functional/industry knowledge of personal trust, estate, guardianship and advisory services.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Technical skills / systems knowledge (e.g. PeopleSoft) is required.
• 5-7 years of financial servicing or related experience preferred.

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.
• Develops and maintains knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; gathers information to facilitate service changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution; informs clients of status and fees.
• Engages the Client Support Services Team on client servicing events, account openings, cash movements, and fee setups.
• Identifies service efficiency improvements and process enhancements.
• Develops knowledge of business applications critical to relationship management including client on-line tools.

Skills

Communication

Financial services knowledge

Problem solving

Analytical skills

PeopleSoft

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a qualified professional to support fiduciary and custody clients, coordinating account administration and issue resolution for complex relationships. You will work with Trust Advisors and global teams to ensure accurate setup, fee review, and timely communications.

The role requires deep knowledge of trust functions, strong analytical skills, and experience in financial servicing.