Northern Trust
Senior Account Manager, Wealth Management Advisory
As a Senior Account Manager on our Wealth Management Advisory team, you will be responsible for supporting/servicing Trust, Estate & Fiduciary client relationships by coordinating administration of complex accounts. You will establish and maintain the account, respond to client inquiries, produce action plans and reports, and oversee transaction processing in coordination with the Client Support Services Team. This partner assists the Wealth Management Trust Advisors regarding client requests, meetings, business development preparation and creating client presentations. The Sr Account Manager: Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. 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. 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. 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. Assists Trust 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. Assists Trust Advisors with business development and client presentations. Able to serve as a key subject matter expert and mentor to other more junior level employees Able to facilitate discussions and reach decisions Qualifications Required: In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience Knowledge of general internal bank trust functions Analytical, problem solving, and organizational skills Excellent oral and written communication skills Highly flexible and adaptable to change Ability to work independently Technical skills / systems knowledge Preferred: A College or University degree and/or relevant proven work experience Minimum 3 years' experience in financial servicing or related experience/credentials In Office This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. #LI-LG1 Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater 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.
As a Senior Account Manager on our Wealth Management Advisory team, you will be responsible for supporting/servicing Trust, Estate & Fiduciary client relationships by coordinating administration of complex accounts. You will establish and maintain the account, respond to client inquiries, produce action plans and reports, and oversee transaction processing in coordination with the Client Support Services Team. This partner assists the Wealth Management Trust Advisors regarding client requests, meetings, business development preparation and creating client presentations. The Sr Account Manager: Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. 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. 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. 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. Assists Trust 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. Assists Trust Advisors with business development and client presentations. Able to serve as a key subject matter expert and mentor to other more junior level employees Able to facilitate discussions and reach decisions Qualifications Required: In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience Knowledge of general internal bank trust functions Analytical, problem solving, and organizational skills Excellent oral and written communication skills Highly flexible and adaptable to change Ability to work independently Technical skills / systems knowledge Preferred: A College or University degree and/or relevant proven work experience Minimum 3 years' experience in financial servicing or related experience/credentials In Office This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. #LI-LG1 Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater 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.