Wealth Management Account Coordinator
2 months ago
About Northern Trust Corporation:
Northern Trust Corporation is a prominent financial services provider with a legacy spanning over 130 years. We are dedicated to delivering innovative financial solutions to individuals, families, and institutions globally.
We are seeking a Wealth Management Account Coordinator to become a vital member of our Global Family Office team. The ideal candidate will play a key role in managing account operations for high-net-worth clients, supervising daily client interactions, and identifying opportunities for service improvements.
Key Responsibilities:
- Overseeing account operations for wealth management clients
- Addressing client inquiries and managing transaction workflows
- Formulating action plans for client engagements and ensuring their implementation
- Engaging with clients and service providers to facilitate client activities
- Ensuring precise setup and review of service fees
- Collaborating with Trust Advisors to ensure accuracy in drafting discretionary memos
- Building and maintaining proficiency in various business applications
- Traveling to client locations as required
Qualifications:
- 1-2 years of experience in financial services or accounting
- Familiarity with asset servicing, personal trust, banking, and investment operations
- Strong analytical, problem-solving, and organizational capabilities
Working with Us:
At Northern Trust, you will join a workplace that values purpose and collaboration. We foster a flexible work culture that encourages internal mobility and career development. Become part of one of the world's most respected companies.
Reasonable Accommodation:
If you require reasonable accommodation during the employment process, please reach out to our HR Service Center.
We are committed to creating an inclusive workplace that recognizes the diverse needs of our employees. Join us in achieving greater success together.
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