Account Manager, WM

Northern Trust
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-7 yearsEducation: bachelorsSkills: ["Communication","Analytical skills","Problem-solving","Organizational skills","Adaptability"]

Manage and administer complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for sophisticated client relationships. Serve as a key point of contact to resolve client issues, coordinate account servicing events, and maintain working knowledge of governing documents and account agreements. Use systems and client online tools (including PeopleSoft) to support account set-up, fee accuracy, documentation, and ongoing status updates, while improving service efficiency and mentoring junior teammates.

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FursaFursa
Northern Trust
Northern Trust
21 hours ago

Account Manager, WM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Manage and administer complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for sophisticated client relationships. Serve as a key point of contact to resolve client issues, coordinate account servicing events, and maintain working knowledge of governing documents and account agreements. Use systems and client online tools (including PeopleSoft) to support account set-up, fee accuracy, documentation, and ongoing status updates, while improving service efficiency and mentoring junior teammates.
Location: Houston
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 custody accounts for complex client relationships.
  • •Resolve client issues, communicate steps taken, and coordinate service changes or transactions with internal service partners.
  • •Maintain working knowledge of governing documents and account agreements; oversee action plans for client servicing events and ensure execution and follow-up.
  • •Oversee service execution for events such as account opening/closing, cash movement, and fee set-ups; ensure systems information and documentation are up to date.
  • •Identify service efficiency enhancements and process improvements; mentor junior employees and support trust advisors in account acceptance, review, and compliance-related activities.

Key Requirements

  • •5-7 years of experience in financial servicing or related experience/credentials preferred.
  • •In-depth functional/industry knowledge of personal trust, estate, guardianship, and advisory services and products.
  • •Knowledge of internal bank trust functions and governing documents/account agreements.
  • •Excellent oral and written communication skills.
  • •Technical skills/systems knowledge (e.g., Peoplesoft) and strong analytical/problem-solving abilities.
Experience:5-7 yearsFinancial services
Education:Bachelor's
Skills:CommunicationAnalytical skillsProblem-solvingOrganizational skillsAdaptability
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