Posted in General Business 30+ days ago.
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As a Wealth Management Associate (Account Manager) you will be responsible for supporting/servicing
team client relationships by coordinating administration of complex fiduciary,
investment management, estate settlement, guardianship, and/or custody
You will establish and maintain the account, respond to client
inquiries, produce action plans and reports, and oversee transaction processing
in coordination with the Client Support Services Team.
This partner assists Wealth Management Trust Advisors, Estate
Settlement Administrators, Guardianship Administrators and/or Client Advisors
with client requests, meetings, business development and creating client
The Account Manager:
1. Coordinates account administration for fiduciary, investment
management, estate settlement, guardianship, and/or custody accounts for
complex client relationships.
2. Coordinates resolution of client issues and informs clients of
steps taken to resolve requests or problems.
3. Develops and maintains working knowledge of governing documents
and account agreements.
4. Receives service requests from clients and partners, and
communicates to service partners; obtains appropriate information from partners
and clients to facilitate service changes or transactions.
5. Oversees development of appropriate action plans for client
servicing events and ensures execution and follow-up; communicates with clients
regularly to inform them of account set-up or status, document requests, or
6. Engages the Client Support Services Team on execution of client
servicing events, account opening and closing, cash movement, and fee set-ups.
7. Identifies service efficiency enhancements, process
improvements, and service delivery using creative and proactive measures.
8. Develops and maintains a working knowledge of various business
applications critical to relationship management including client on-line
9. Assists 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; ensures appropriate documentation is collected
and imaged; ensures systems information is up-to-date; ensures accurate set up
and review of fees; documents services provided, specialized procedures, and
ongoing written communications with client as appropriate in managing daily
10. Assists Trust Advisors, Estate Settlement Administrators,
Guardianship Administrators, and/or Client Advisors with business development
and client presentations.
11. Able to serve as a key subject matter expert and mentor to
other more junior level employees
12. May manage daily operational activities and supervise
day-to-day work of junior level employees (but not a formal management role).
13. Able to facilitate discussions and reach decisions
The success candidate will benefit from having:
•Excellent oral and written communication skills
•In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience,
•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) Preferred
•A College or University degree and/or relevant proven work experience
•5+ years' experience in financial servicing or related experience/credentials
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. Build your career with us and apply today.