Account Manager, WM Advisory

About the role

Account Manager, Wealth Management Advisory

Major Duties

• Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
• Captures and communicates service requests from clients and other partners, and obtains necessary information to facilitate service changes or transactions.
• Oversees the execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Engages the Client Support Services Team on these tasks.
• 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 and internal processes.
• Affords support during 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.
• Affords assistance to Relationship Advisors with business development and client presentations.
• Affords the opportunity to serve as a key subject matter expert and mentor to other more junior level employees over time.
• Affords the ability to facilitate discussions and reach decisions.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth functional/industry knowledge of personal trust, estate and advisory services and products, usually acquired through related work experience, is preferred but not required.
• Analytical, problem solving, and organizational skills are required; acute attention to detail is a must.
• Prefer a candidate who is motivated for a career in wealth management.
• A College or University degree and/or relevant proven work experience is required.
• Proven years of experience in wealth management or related experience/credentials is preferred but not required.

Working With Us

We offer 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. Northern Trust also provides a discretionary bonus program that may include an equity component.

Schedule

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

Pay

Salary Range $77,625 - 128,225 USD Salary range is a good faith estimate of base pay.

Benefits

Salary range is a good faith estimate of base pay. Northern Trust provides 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. Northern Trust also provides a discretionary bonus program that may include an equity component.

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.