Wealth Advisory Account Manager

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

Job summary

Northern Trust in Los Angeles seeks a trusted professional to support fiduciary and advisory client relationships, coordinating account administration and service changes for complex client needs.

The role requires 5-7 years in financial servicing, strong analytical capabilities, and excellent communication. Experience with client workflows and Peoplesoft is preferred. This full-time position offers a comprehensive benefits package and growth opportunities.

Qualifications

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

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or 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 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.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.

Skills

Communication

Analytical thinking

Problem solving

Organizational skills

Flexibility

Peoplesoft

Education

College or University degree

Tools

Peoplesoft

Job description

Northern Trust in Los Angeles seeks a trusted professional to support fiduciary and advisory client relationships, coordinating account administration and service changes for complex client needs.

The role requires 5-7 years in financial servicing, strong analytical capabilities, and excellent communication. Experience with client workflows and Peoplesoft is preferred. This full-time position offers a comprehensive benefits package and growth opportunities.