Senior Account Manager

2 days ago

Miami FL USA, 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 provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner in the financial industry.

This is an office-based position that requires the effective performance of duties and responsibilities to be carried out onsite. The Senior Account Manager will play a critical role in maintaining client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This includes establishing and maintaining accounts, responding to client inquiries, producing action plans and reports, and overseeing transaction processing in coordination with the Client Support Services Team.

The successful candidate will be responsible for:

Key Responsibilities:

1. Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
2. Develop and maintain a working knowledge of governing documents and account agreements.
3. 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.
4. Coordinate resolution of client issues; inform client of steps taken to resolve requests or problems.
5. 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.
6. Engage the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
7. 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; ensure appropriate documentation is collected and imaged; ensure systems information is up-to-date; ensure accurate set up and review of fees; document services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
8. Develop and maintain a working knowledge of various business applications critical to relationship management including client on-line tools.
9. Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.

Requirements:

Excellent oral and written communication skills are required. In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products is required. Knowledge of internal bank trust functions is required. Analytical, problem-solving, and organizational skills are required. Highly flexible and adaptable to change. Technical skills/systems knowledge (e.g. Workday, Microsoft Office) is required. A college or university degree and/or relevant proven work experience is preferred. Demonstrated experience in financial servicing 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. 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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