Northern Trust
About Northern Trust
Northern Trust is a Fortune 500 company, a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. With more than 130 years of financial experience and over 22,000 partners, Northern Trust serves the world’s most sophisticated clients using leading technology and exceptional service.
Role Overview This office‑based Account Manager position requires working onsite and coordinating account administration for banking clients. Working under general supervision (but largely independent), the Account Manager will respond to client inquiries, produce reports, and oversee transaction processing. The role also assists Private Bankers with business development, creating client presentations, and coordinating with the operations servicing team to resolve all types of operational or processing issues.
Key Responsibilities
Acts as initial contact for complex client or partner inquiries for banking products and services, assisting with creating and implementing complex banking solutions (including treasury management) for new and existing Wealth Management clients.
Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity, gathering financial statements, industry research, and basic feasibility analysis to assess loan.
Coordinates with Operations to execute daily client transaction activity and transaction processing, including fees, payments and borrowing; handles inquiry resolution and ensures system information is up to date.
Coordinates with the Operations team on deposit related transaction processing, including account opening, exception clearing, overdrafts, etc.
Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow‑up.
Acts as resource for the relationship servicing team for highly complex Wealth Management relationships.
Develops clear understanding of clients’ needs behind service requests and communicates to service partners, obtaining appropriate information to facilitate service changes.
Identifies service efficiency enhancements, process improvements, and service delivery.
Communicates with clients regularly to inform them of account set‑up or status, past‑due loans, document requests or other information.
Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.
Qualifications and Experience
Knowledge of banking products and services is required.
Analytical, problem‑solving and organizational skills required.
5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background.
Compensation $67,500 - $111,500 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.
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.
Apply Today This role is an excellent opportunity to contribute to a leading financial institution. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
#J-18808-Ljbffr
Role Overview This office‑based Account Manager position requires working onsite and coordinating account administration for banking clients. Working under general supervision (but largely independent), the Account Manager will respond to client inquiries, produce reports, and oversee transaction processing. The role also assists Private Bankers with business development, creating client presentations, and coordinating with the operations servicing team to resolve all types of operational or processing issues.
Key Responsibilities
Acts as initial contact for complex client or partner inquiries for banking products and services, assisting with creating and implementing complex banking solutions (including treasury management) for new and existing Wealth Management clients.
Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity, gathering financial statements, industry research, and basic feasibility analysis to assess loan.
Coordinates with Operations to execute daily client transaction activity and transaction processing, including fees, payments and borrowing; handles inquiry resolution and ensures system information is up to date.
Coordinates with the Operations team on deposit related transaction processing, including account opening, exception clearing, overdrafts, etc.
Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow‑up.
Acts as resource for the relationship servicing team for highly complex Wealth Management relationships.
Develops clear understanding of clients’ needs behind service requests and communicates to service partners, obtaining appropriate information to facilitate service changes.
Identifies service efficiency enhancements, process improvements, and service delivery.
Communicates with clients regularly to inform them of account set‑up or status, past‑due loans, document requests or other information.
Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.
Qualifications and Experience
Knowledge of banking products and services is required.
Analytical, problem‑solving and organizational skills required.
5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background.
Compensation $67,500 - $111,500 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.
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.
Apply Today This role is an excellent opportunity to contribute to a leading financial institution. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
#J-18808-Ljbffr