Account Manager, Wealth Management Advisory

About Northern Trust

Northern Trust (Nasdaq: NTRS) 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 rich history of financial experience, Northern Trust serves the world's most sophisticated clients.

Key Responsibilities

• Coordinates account administration for complex client relationships, including fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Manages client inquiries and issues, developing action plans and communicating with clients about account status, document requests, and other information.
• Oversees the account opening and closing process, cash movements, and fee set-ups, ensuring accuracy and timely updates.
• Engages the Client Support Services Team on account servicing events and collaborates on compliance management and annual account reviews.
• Aids in the account acceptance process, discretionary request analysis, and client presentations, serving as a key subject matter expert and mentor.
• Facilitates discussions and decision-making processes, demonstrating flexibility and adaptability to change.

Qualifications

• College or university degree and/or relevant work experience in financial servicing or related fields.
• At least 5-7 years of experience in financial servicing or related experience/credentials.
• Excellent verbal and written communication skills.
• In-depth functional and industry knowledge of personal trust, estate, guardian, and advisory services and products.
• Strong analytical, problem-solving, and organizational skills.
• Technical skills and systems knowledge, such as Workday and Microsoft Office.

Benefits

Northern Trust offers a comprehensive benefits package including 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, and other voluntary and well-being benefits. The company also provides a discretionary bonus program that may include an equity component.