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Fiduciary Account Manager, Wealth Services
2 months ago
Northern Trust is a globally recognized, award-winning 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.
Key Responsibilities- Coordinate account administration for wealth management clients, maintaining records, responding to inquiries, producing reports, and overseeing transaction processing.
- Assist Trust Advisors in developing additional business, making client presentations, and coordinating servicing teams.
- Coordinate daily servicing of Fiduciary wealth management clients, including asset servicing, trust administration, banking, or investment management activities.
- Receive service requests from clients and partners, coordinate or execute daily client activity, oversee transaction processing, handle inquiry resolution, and ensure systems information is up to date.
- Oversee development of appropriate action plans for client activities and ensure execution and follow-up.
- Coordinate with servicing teams on execution of client activity, communicating with clients and vendors as appropriate.
- Ensure accurate setup and review of fees.
- Draft discretionary memos in accordance with Trust agreements and collaborate with Trust Advisors for accuracy.
- Document services provided, specialized procedures, and ongoing written communications with clients as appropriate in managing daily activity.
- Develop a clear understanding of client needs behind service requests and communicate to service partners.
- Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- Monitor banking, investment, and trust operations and accounting activities to ensure all necessary reports, documents, tickets, etc. are processed to facilitate client services.
- Communicate with clients regularly to inform them of account setup or status, document requests, or other information.
- Research client records, contracts, agreements, legal requirements, and relevant tax laws to respond to inquiries.
- Develop and maintain a working knowledge of various business applications critical to relationship management, including client online tools.
- Travel to client locations on a selected basis where revenue, new business opportunities, and servicing require a call.
- 1-2 years' experience in financial servicing/accounting fields, with client servicing background.
- Knowledge of asset servicing, personal trust, banking, investment operations, and accounting systems usually acquired through related experience.
- General business knowledge, including knowledge of accounting, usually acquired through coursework.
- Analytical, problem-solving, and organizational skills required to identify and resolve account issues.
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.
