Northern Trust

Financial Services

AccountManager,WMAdvisory

$78–128k Montecito, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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