Trust Advisor
Northern Trust · Houston, TX, United States of America
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- Company
- Northern Trust
- Location
- Houston, TX, United States of America
- Posted
- October 15, 2026
About this job
Coordinates account management by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity. Develops and maintains working knowledge of governing documents and account agreements 2. Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client’s needs and goals. Exhibits working knowledge of agency account agreements and governing documents.…
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