Sr. Account Manager - Advisory

The Role

The Key Responsibilities Of The Role Include:

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• 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.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• 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.
• Aids Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in 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.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
• Aids Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Able to serve as a key subject-matter expert and mentor to other more junior-level employees.

Requirements

The Successful Candidate Will Benefit From Having:

• Excellent oral and written communication skills are required.
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. Peoplesoft) is required.

Qualifications

A College or University degree and/or relevant proven work experience is preferred. 5-7 years' experience in financial servicing or related experience/credentials preferred.

Benefits

Salary Range $74,200 - 126,200 USD
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.