Account Manager - Wealth Management Advisory

About Northern Trust

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, the company is known for its commitment to integrity, expertise, and service. With over 24,000 partners and a focus on balancing hybrid working models, Northern Trust guides the world's most successful individuals, families, corporations, and institutions.

Key Responsibilities

• Supports/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
• Aids in the account acceptance process, discretionary request analysis and process, compliance management, and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
• Aids in business development and client presentations.
• Able to serve as a key subject matter expert and mentor to other more junior level employees.

Qualifications

• Excellent verbal and written communication skills.
• In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products, usually acquired through related work experience.
• Knowledge of trust functions.
• Analytical, problem-solving, and organizational skills.
• Highly flexible and adaptable to change.
• Technical skills/systems knowledge (e.g., Workday).
• A college or university degree and/or relevant proven work experience.
• 5-7 years' experience in financial servicing or related experience/credentials preferred.

Benefits

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits
• Discretionary bonus program with an equity component

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.