Wealth Management Senior Account Manager | Client Relations Lead

Quest Oracle Community; Los Angeles (CA); Presencial; USD 85.000 - 145.000; Jornada completa

Descripción de la vacante

Northern Trust is seeking a skilled professional in Los Angeles to support complex client relationships across fiduciary, investment management, estate settlement, guardianship, and custody accounts. The role requires knowledge of governing documents and strong client communication.

The position emphasizes analytical problem solving, collaboration with trust advisors, and ensuring accurate fee setup and daily activity documentation in a dynamic financial services environment.

Formación

• Experience in financial servicing or related credentials preferred.
• Excellent oral and written communication skills required.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.

Responsabilidades

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains information to facilitate service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow‑up; communicates with clients about account setup or status.

Conocimientos

Client Relationship Management

Trust & Estate Knowledge

Communication Skills

Analytical Thinking

Educación

Bachelor's degree

Finance/Banking background

Herramientas

PeopleSoft

Descripción del empleo

Northern Trust is seeking a skilled professional in Los Angeles to support complex client relationships across fiduciary, investment management, estate settlement, guardianship, and custody accounts. The role requires knowledge of governing documents and strong client communication.

The position emphasizes analytical problem solving, collaboration with trust advisors, and ensuring accurate fee setup and daily activity documentation in a dynamic financial services environment.