Wealth Management Advisory Account Manager

Northern Trust

San Rafael, CA

JOB DETAILS
SKILLS
Analysis Skills, Bookkeeping, Communication Skills, Customer Relationship Management (CRM), Customer Support/Service, Resolve Customer Issues, Sales Management, Sales Presentation, Wealth Management
LOCATION
San Rafael, CA
POSTED
1 day ago

A leading financial institution in Montecito is seeking an Account Manager to support client relationships in wealth management. This office-based role involves coordinating account administration, solving client issues, and assisting with client presentations. The ideal candidate will possess excellent communication and analytical skills, with a college degree or relevant experience preferred. A comprehensive benefits package and a collaborative work culture await the successful candidate. Join us in making a positive impact in the financial world!#J-18808-Ljbffr

About the Company

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Northern Trust