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Client Relationship Manager

2 months ago

Winnetka, Illinois, United States Northern Trust Corporation Full time

Position: Client Relationship Manager

Company: Northern Trust Corporation

Northern Trust Corporation stands as a leading global financial services provider, renowned for its extensive expertise spanning over 130 years. We specialize in delivering tailored financial solutions to individuals, families, and institutions across the globe.

The Client Relationship Manager plays a pivotal role in nurturing client connections by overseeing the administration of intricate fiduciary, investment management, estate settlement, guardianship, and custody accounts.

Core Responsibilities:

  • Oversee account management for diverse client portfolios.
  • Enhance and maintain a comprehensive understanding of governing documents and account agreements.
  • Facilitate and communicate service requests from clients and stakeholders.
  • Address client concerns and provide updates on resolutions.
  • Lead the formulation of action plans for client service initiatives.
  • Collaborate with the Client Support Services Team to implement client engagement activities.
  • Support Trust Advisors, Estate Settlement Administrators, and Client Advisors in various operational processes.
  • Acquire proficiency in business applications essential for effective relationship management.
  • Guide and mentor junior team members while fostering collaborative discussions.

Qualifications:

  • Exceptional communication abilities.
  • In-depth knowledge of trust, estate, and advisory services.
  • Familiarity with internal banking trust operations.
  • Strong analytical, problem-solving, and organizational capabilities.
  • Ability to adapt and respond to changing circumstances.
  • Technical proficiency and systems knowledge.
  • 5-7 years of experience in financial services is preferred.

If you seek a dynamic and collaborative workplace, Northern Trust Corporation is an ideal environment for you. Join our team and contribute to a company dedicated to community service and excellence.