Sr Account Manager, Wm Advisory

NRT (National Revenue Tax)

Houston, TX, United States
Onsite
Complex fiduciary account administration
Client service and issue resolution
Trust and estate settlement knowledge
Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.
  • The Senior Account Manager role involves coordinating fiduciary account administration, client servicing, and supporting business development efforts.
  • Northern Trust offers a flexible and collaborative work culture with opportunities for career growth and a commitment to community service.

Matching Summary

Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.

Skills & Requirements

Must-have

  • Complex fiduciary account administration
  • Client service and issue resolution
  • Trust and estate settlement knowledge
  • Account oversight and documentation
  • Collaboration with Trust Advisors
  • Process improvement and service efficiency
  • Strong analytical and communication skills

Nice-to-have

  • Mentoring junior team members
  • Business development support
  • Knowledge of business applications and digital tools
  • Ability to work independently in dynamic environment
  • Flexible and collaborative work culture

Key Requirements

  • Minimum 3-5 years trust administration experience
  • In-depth knowledge of personal trust and estate services
  • Bachelor’s degree or equivalent experience
  • Strong organizational and problem-solving skills
  • Ability to work onsite in Houston, TX

Work Rights

Not specified

Tailored Resume

Cover Letter