Account Manager
1 week ago
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Job SummaryWe are seeking a highly skilled Account Manager to join our team. The successful candidate will be responsible for maintaining client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
Key Responsibilities- Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
- Develop and maintain working knowledge of governing documents and account agreements.
- Receive service requests from clients and partners, and communicate with service partners to facilitate service changes or transactions.
- Coordinate resolution of client issues, and inform clients of steps taken to resolve requests or problems.
- Oversee development of appropriate action plans for client servicing events, and ensure execution and follow-up.
- 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.
- Serve as a key subject-matter expert and mentor to other more junior-level employees.
- Manage daily operational activities and supervise day-to-day work of junior-level employees.
- 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.
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. 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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