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Fiduciary Account Manager, Financial Services

2 months ago

Chicago, Illinois, United States Northern Trust Corporation Full time

About Northern Trust Corporation:

Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

We pride ourselves on our commitment to service, expertise, and integrity, which has earned us a reputation as a trusted advisor and a leader in the financial industry.

Our Financial Services:

We offer a comprehensive range of financial services, including asset servicing, personal trust, banking, and investment operations, designed to meet the complex needs of our clients.

Key Responsibilities:

  1. Coordinate the daily servicing of financial services clients, including asset servicing, trust administration, banking, or investment management activities.
  2. 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.
  3. Oversee the development of appropriate action plans for client activities and ensure execution and follow-up.
  4. Coordinate with the servicing team on the execution of client activity, communicating with clients and vendors as appropriate.
  5. Ensure accurate setup and review of fees.
  6. Draft discretionary memos in accordance with trust agreements and collaborate with trust advisors for accuracy.
  7. Document services provided, specialized procedures, and ongoing written communications with clients as appropriate in managing daily activity.
  8. Develop a clear understanding of clients' needs behind service requests and communicate to service partners. Obtain appropriate information from partners and clients to facilitate service changes or transactions.
  9. Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
  10. May monitor banking, investment, and trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.
  11. Communicate with clients regularly to inform them of account setup or status, document requests, or other information.
  12. May research client records, contracts, agreements, legal requirements, and relevant tax laws to respond to inquiries. Inform clients of steps taken to resolve issues as they relate to the governing agreement.
  13. Develop and maintain a working knowledge of various business applications critical to relationship management, including client online tools.
  14. Travel to client locations on a selected basis where revenue, new business opportunities, and/or servicing require a call.

Requirements:

  1. 1-2 years' experience in financial servicing/accounting fields, with client servicing background.
  2. Knowledge of asset servicing, personal trust, banking, investment operations, and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts.
  3. General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.
  4. Analytical, problem-solving, and organizational skills required to identify and resolve account issues.

Working with Us:

As a Northern Trust Corporation 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.