Senior Account Manager, Wealth Management Advisory

1 day ago

Greenwich, Connecticut, United States Northern Trust Full time
About Northern Trust:

Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.

Job Summary:

We are seeking a highly skilled and experienced Senior Account Manager to join our Wealth Management team. The successful candidate will be responsible for coordinating the administration of complex fiduciary, investment management, and/or custody accounts, ensuring seamless client relationships and exceptional service delivery.

Key Responsibilities:
  • Coordinate account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
  • Develop and maintain a working knowledge of governing documents and account agreements.
  • Receive service requests from clients and partners, and communicate to service partners; obtain appropriate information from partners and clients to facilitate service changes or transactions.
  • Oversee development of appropriate action plans for client servicing events and ensure execution and follow-up; communicate with clients regularly to inform them of account set-up or status, document requests, or other information.
  • Engage the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
Requirements:
  • 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.
Working with Us:

As a Northern Trust partner, 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.

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