Account Manager, WM Advisory

Northern Trust
Los Angeles
Workplace: OnsiteFull timeUSD 77,625 - 128,225Function: Customer Success & Account ManagementExperience: 5-7 yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Organizational skills","Adaptability","Mentoring","Decision-making","Client communication"]

Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Own issue resolution and action planning, partner with client service teams on account events, transactions, and fee set-ups, and maintain working knowledge of governing documents and systems used for relationship management. Provide support to trust advisors across acceptance, discretionary requests, compliance, and annual account reviews, while serving as a subject-matter expert and mentor.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Account Manager, WM Advisory

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Own issue resolution and action planning, partner with client service teams on account events, transactions, and fee set-ups, and maintain working knowledge of governing documents and systems used for relationship management. Provide support to trust advisors across acceptance, discretionary requests, compliance, and annual account reviews, while serving as a subject-matter expert and mentor.
Location: Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex clients.
  • •Coordinate resolution of client issues and keep clients informed of steps taken to resolve requests or problems.
  • •Maintain working knowledge of governing documents and account agreements.
  • •Receive and route service requests from clients/partners to service partners; gather needed information to facilitate servicing changes or transactions.
  • •Oversee action plans for client servicing events (e.g., account set-up/status, document requests, fees) and ensure execution, follow-up, and regular client communication.

Pay and Benefits

Salary: USD 77,625 - 128,225
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisabilitySpending Accounts

Key Requirements

  • •Excellent oral and written communication skills.
  • •In-depth knowledge of personal trust, estate, guardianship, and Advisory services/products from related experience.
  • •Knowledge of internal bank trust functions.
  • •Analytical, problem-solving, and organizational skills.
  • •5-7 years’ experience in financial servicing (or related experience/credentials); technical skills/systems knowledge (e.g., Peoplesoft) required.
Experience:5-7 yearsFinancial services
Education:Bachelor's
Skills:CommunicationAnalytical thinkingProblem-solvingOrganizational skillsAdaptabilityMentoringDecision-makingClient communication
Tech Stack:Peoplesoft

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn