Wealth Advisory Account Manager - Client Services Leader

Quest Oracle Community; Sarasota (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Northern Trust seeks a capable professional to support fiduciary and advisory services from Sarasota, FL. The role focuses on coordinating account administration, addressing client requests, and maintaining documentation with accuracy and efficiency.

Ideal candidates have a degree, 5+ years in financial servicing, and strong communication, analytical and process-improvement skills within trust operations.

Qualifications

• Excellent oral and written communication skills, required.
• Deep knowledge of personal trust, estate, guardian and advisory services.
• Strong analytical, problem-solving and organizational abilities.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship and custody accounts.
• Manages client servicing events, account setup/closing and fee setups with partners.
• Mentors junior staff and supports trust advisors and administrative teams.
• Identifies process improvements to enhance service delivery.
• Maintains knowledge of client online tools and internal bank trust functions.

Skills

Communication

Analytical skills

Organizational skills

PeopleSoft

Adaptability

Education

College or University degree

Tools

PeopleSoft

Job description

Northern Trust seeks a capable professional to support fiduciary and advisory services from Sarasota, FL. The role focuses on coordinating account administration, addressing client requests, and maintaining documentation with accuracy and efficiency.

Ideal candidates have a degree, 5+ years in financial servicing, and strong communication, analytical and process-improvement skills within trust operations.