Wealth & Trust Services Account Manager

Northern Trust Corp

Phoenix, Northern (AZ, KY)

Hybrid

USD 90,000 - 120,000

Full time

11 days ago
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Job summary

Northern Trust Corp in the United States seeks a qualified professional to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody client relationships. You will resolve client issues, maintain governing documents, and support Trust Advisors and Administrators to ensure timely service.

The role emphasizes building knowledge of client online tools, processing service changes, and assisting in business development and client

Qualifications

  • Excellent oral and written communication skills.
  • In-depth knowledge of personal trust, estate, guardian and advisory services.
  • Knowledge of internal bank trust functions.
  • Analytical, problem solving, and organizational skills.

Responsibilities

  • Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
  • Resolve client issues and inform clients of steps taken to resolve requests or problems.
  • Maintain working knowledge of governing documents and account agreements.

Skills

Oral and written communication
Analytical skills
Problem solving
Technical skills

Education

College degree

Tools

PeopleSoft

Job description

Northern Trust Corp in the United States seeks a qualified professional to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody client relationships. You will resolve client issues, maintain governing documents, and support Trust Advisors and Administrators to ensure timely service.

The role emphasizes building knowledge of client online tools, processing service changes, and assisting in business development and client

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