Account Manager Wealth Management Advisory
Account Manager Wealth Management Advisory
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$ 67500 - 111500
1 Vacancy
Job Description
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.
This is an officebased position and for the effective performance of this role the duties and responsibilities must be carried out onsite.
Under general supervision (but works independently most of the time) the Account Manager (Partner) will be 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. This Partner assists Wealth Management Relationship Advisors with client requests meetings business development and creating client presentations.
Key responsibilities include:
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 Relationship 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 activity.
10. Assists Relationship 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 daytoday work of junior level employees (but not a formal management role)
13. More technically sound in area of expertise and has broader knowledge of other areas
14. Able to facilitate discussions and reach decisions
The successful candidate will benefit from having:
Excellent oral and written communication skills are required
Indepth Functional / Industry Knowledge of personal trust estate guardian and Advisory services and products usually acquired through related work experience is required
Analytical problem solving and organizational skills are required
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Workday) is required
A College or University degree and/or relevant proven work experience is preferred.
25 years experience in financial servicing or related experience/credentials preferred.
Salary Range:
$USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits 401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and wellbeing benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
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 andapply 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.
Required Experience:
Manager
Employment Type
Full-Time
