Account Manager
5 days ago
Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions, upholding our core values of service, expertise, and integrity.
Key Responsibilities- Coordinate account administration for complex client relationships, ensuring seamless execution of fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
- Develop and maintain a working knowledge of governing documents and account agreements, staying up-to-date on industry developments and regulatory requirements.
- Receive and respond to client inquiries, communicating effectively with service partners and clients to facilitate service changes or transactions.
- Oversee the resolution of client issues, informing clients of steps taken to resolve requests or problems.
- Develop and implement action plans for client servicing events, ensuring execution and follow-up, and communicating with clients regularly to inform them of account set-up or status.
- Engage the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
- Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management, and annual account review process.
- Develop and maintain a working knowledge of various business applications critical to relationship management, including client online tools.
- Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations, identifying service efficiency enhancements and process improvements.
- Serve as a key subject-matter expert and mentor to other employees, facilitating discussions and reaching decisions.
- Excellent oral and written communication skills.
- In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products.
- Knowledge of internal bank trust functions.
- Analytical, problem-solving, and organizational skills.
- Highly flexible and adaptable to change.
- Technical skills/systems knowledge (e.g., Peoplesoft).
- A College or University degree and/or relevant proven work experience.
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 .
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.
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