Wealth Advisory Account Manager

Northern Trust Corp; Phoenix (AZ); Híbrido; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Northern Trust Corp in Phoenix, AZ, seeks an Account Manager to oversee wealth-management client relationships and coordinate fiduciary, investment, estate and custody services. You will work with Trust Advisors and Client Advisors to ensure accurate service delivery and effective communication.

The role emphasizes client satisfaction, compliance, and documentation accuracy, with a need for strong communication, analytical abilities, and a 5-7 year background in financial services.

Formación

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate, guardian and advisory services.
• 5-7 years of experience in financial servicing is preferred.

Responsabilidades

• Coordinate administration for fiduciary, investment management, estate settlement and custody accounts for complex client relationships.
• Resolve client issues and inform clients of steps taken to resolve requests or problems.
• Maintain knowledge of governing documents and account agreements; assist in account acceptance and fee setup.

Conocimientos

Communication

Industry knowledge

Analytical skills

Organizational skills

Educación

Bachelor's degree

Herramientas

Peoplesoft

Descripción del empleo

Northern Trust Corp in Phoenix, AZ, seeks an Account Manager to oversee wealth-management client relationships and coordinate fiduciary, investment, estate and custody services. You will work with Trust Advisors and Client Advisors to ensure accurate service delivery and effective communication.

The role emphasizes client satisfaction, compliance, and documentation accuracy, with a need for strong communication, analytical abilities, and a 5-7 year background in financial services.