Account Mgr, WM Advisory

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its excellence in financial services and integrity. The company serves the world's most successful individuals, families, and institutions with its leading technology and exceptional service.

Responsibilities

• Captures and coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Manages client issues and communicates resolutions to clients.
• Maintains knowledge of governing documents and account agreements.
• Communicates with service partners regarding client requests and gathers necessary information.
• Develops and executes action plans for client servicing events and follows up with clients.
• Collaborates with the Client Support Services Team on account setup, cash movements, and fee set-ups.
• Promotes service efficiency and process improvements through creative measures.
• Keeps abreast of various business applications critical to relationship management, such as client online tools.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary request analysis, compliance management, and annual account reviews.
• Supports business development and client presentations for Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors.
• Serves as a key subject matter expert and mentor to junior-level employees.
• May manage daily operational activities and supervise junior-level employees (without a formal management role).
• More technically proficient in their area of expertise and knowledgeable across other areas.
• Able to facilitate discussions and make decisions.

Knowledge

• Excellent oral and written communication skills.
• In-depth functional and industry knowledge of personal trust, estate, guardian, and advisory services and products, typically gained through related work experience.
• In-depth knowledge of internal bank trust functions.
• Analytical, problem-solving, and organizational skills.
• Highly flexible and adaptable to change.
• Technical skills and system knowledge (e.g., Peoplesoft).

Experience

A College or University degree and/or relevant proven work experience are preferred. Five to seven years of experience in financial servicing or related experience/credentials are also preferred.