Wealth Advisory Account Manager

Quest Oracle Community; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Job summary

Northern Trust is seeking a detail-oriented professional to coordinate account administration for fiduciary and custody accounts for complex client relationships. You will resolve client issues, maintain governing documents, and support client servicing events, including account openings and fee setups.

Ideal candidates have 5-7 years in financial services, strong communication, analytical skills, and familiarity with trust functions and systems such as PeopleSoft.

Qualifications

• Excellent oral and written communication required.
• In-depth knowledge of trust, estate and advisory services.
• Analytical and problem-solving skills required.
• Technical skills / systems knowledge (e.g. PeopleSoft).
• 5-7 years of experience in financial services preferred.

Responsibilities

• Coordinate account administration for fiduciary and custody accounts for complex client relationships.
• Resolve client issues and inform clients of steps taken to resolve requests.
• Develop and maintain knowledge of governing documents and account agreements.
• Assist with client servicing events, account openings/closings, and fee setups.
• Mentor junior staff and potentially supervise daily operations.

Skills

Excellent communication

Analytical ability

Problem solving

Organizational skills

Technical systems knowledge

Education

College/University degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a detail-oriented professional to coordinate account administration for fiduciary and custody accounts for complex client relationships. You will resolve client issues, maintain governing documents, and support client servicing events, including account openings and fee setups.

Ideal candidates have 5-7 years in financial services, strong communication, analytical skills, and familiarity with trust functions and systems such as PeopleSoft.