Account Manager WM Advisory

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized awardwinning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Account Manager Wealth Management Advisory

Under general supervision (but works independently most of the time) responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary investment management estate settlement guardianship and/or custody accounts. The Partner establishes and maintains the account responds to client inquiries produces action plans and reports and oversees transaction processing in coordination with the Client Support Services Team. Organizing and executing on operational processes required to manage client portfolios including follow up. Monitor key portfolio investment and risk metrics. Coordinate creation of presentation materials for existing and prospective clients.

The key responsibilities of the role:

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 and followup; communicates with clients regularly to inform them of account setup or status document requests or other information.

6. Engages the Client Support Services Team on of client servicing events account opening and closing cash movement and fee setups.

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 online tools.

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 uptodate; ensures accurate set up and review of fees; documents services provided specialized procedures and ongoing written communications with client as appropriate in managing daily activity.

10. May manage daily operational activities and supervise daytoday work of junior level employees (but not a formal management role).

and support investment teams monthly REV and new account Processes.

12. Act as expert on investment tools and systems (eg. CRA WealthBench GPS WM Alternatives IWS FactSet and Fee Proposal Tool).

13. Demonstrate engagement and enthusiasm for investment discipline.

14. Increase depth and expertise in the investment function.

15. Work on special projects as assigned.


Qualifications

A College or University degree and/or relevant proven work experience

Prior years experience in Trust and Estate accounts financial servicing or related experience/credentials

Excellent oral and written communication skills

Indepth 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

Hybrid

We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working 3 days in the office and 2 days working from home.

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Working with Us:

As a Northern Trust partner greater achievements await. 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.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

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 hope youre excited about the role and the opportunity to work with us. 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.