Northern Trust
Financial Services
AccountManager,WMAdvisory
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Manager, WM Advisory at Northern Trust. Skills: Client relationship management, Wealth management, Account servicing. Coordinate account administration. Coordinate resolution of client issues”
Industry & Context.
Problem solving; Analytical skills
What They're Looking For.
Must Have
College or University degree, Relevant proven work experience
Nice to Have
In-depth functional/industry knowledge, Proven years of experience in wealth management, Related experience/credentials
What You'll Do.
Coordinate account administration
Coordinate resolution of client issues
Inform clients of steps taken
Develop and maintain working knowledge
Receive service requests
Communicate to service
Obtain appropriate information
Oversee development of action plans
Ensure execution and follow-up
Communicate with clients regularly
Engage Client Support Services Team
Identify service efficiency enhancements
Identify process improvements
Identify service delivery improvements
Develop and maintain working knowledge of business applications
Assist Relationship Advisors with account acceptance
Assist with discretionary request analysis
Assist with compliance management
Assist with annual account review
Ensure appropriate documentation is collected
Ensure systems information is up-to-date
Ensure accurate set up and review of documents
Ensure accurate set up and review of services
Ensure accurate set up and review of specialized
Ensure accurate set up and review of written
Assist Relationship Advisors with business development
Assist Relationship Advisors with client presentations
Serve as a key subject matter expert
Mentor other employees
Facilitate discussions
How You'll Work.
Team & Collaboration
Client Support Services Team; Relationship Advisors
Communication Scope
Oral communication; Written communication; Client presentations
Full Job Description
**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **Account Manager, Wealth Management Advisory** Responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. This partner helps on-board and maintain accounts, 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, and creating client presentations. Under general supervision (but works independently most of the time). **Major Duties** Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. Develops and maintains working knowledge of governing documents and account agreements. Receives service requests from clients and other partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions. 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, cash transfer requests, or other informa
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