Account Manager, Investment Management at Northern Trust in Phoenix, Arizona

Job Description:

Responsible for coordinating the account administration for investment management clients. Maintains the account including record keeping, responds to client inquiries, produces reports and oversees transaction processing. Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.

1. Coordinates the account administration for investment management clients.

2. Receives service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date.

3. Oversees development of appropriate action plans for client activities and ensures execution and follow-up.

4. Coordinates with servicing team on execution of client activity, communicating with client and vendors as appropriate.

5. Ensures accurate set up and review of fees.

6. Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.

7. Develops clear understanding of clients'' need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.

8. Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.

9. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.

10. Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.

11. Communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

12. Researches client records, contracts, agreements, etc. to respond to inquiries.

Informs client of steps taken to resolve problems.

Qualifications

3-5 years experience in financial servicing/accounting fields, with client servicing background.

Knowledge of trust operations and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts.

General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.

Analytical, problem solving, and organizational skills required to identify and resolve account issues.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 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 we are honored to receive the following awards in 2021:

•Gender Equality Index Member, Bloomberg

•Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information