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Account Manager, Wealth Management

4 months ago

Greenwich, United States Northern Trust Corp. Full time

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Account Manager, Wealth Management Advisory

Responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Relationship Advisors with client requests, meetings, business development and creating client presentations. Under general supervision (but works independently most of the time).

Major Duties

Coordinates account administration for fiduciary, investment management, 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.

Assists Relationship 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 Relationship Advisors with business development and client presentations.

Able 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

Knowledge of internal bank trust functions is required

Analytical, problem solving, and organizational skills are required

Highly flexible and adaptable to change

A College or University degree and/or relevant proven work experience is required

2-4 years+ of experience in wealth management or related experience/credentials is preferred.

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.

165 Mason St., Greenwich, CT 06830

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.

Reasonable accommodation


We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.