Northern Trust

Financial Services

AccountMgr,WMAdvisory

$95–145k ~AI est. Houston, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

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

The Brief

“Account Mgr, WM Advisory at Northern Trust. Skills: Account administration, Client relationship management, Fiduciary services. 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

5-7 years financial servicing experience

Nice to Have

College or University degree, Relevant proven work experience

What You'll Do.

Coordinate account administration

Coordinate resolution of client issues

Inform clients of steps taken

Develop working knowledge of governing documents

Develop working knowledge of account agreements

Receive service requests from clients

Receive service requests from partners

Communicate service requests to partners

Obtain appropriate information from partners

Obtain appropriate information from clients

Facilitate service changes

Facilitate transactions

Oversee development of action plans

Ensure execution of action plans

Ensure follow-up on action plans

Communicate with clients regularly

Inform clients of account set-up

Inform clients of account status

Inform clients of document requests

Engage Client Support Services Team

Execute client servicing events

Execute account opening

Execute account closing

Execute cash movement

Identify service efficiency enhancements

Identify process improvements

Identify service delivery improvements

Use creative measures

Use proactive measures

Develop working knowledge of business applications

Assist Trust Advisors

Assist Estate Settlement Administrators

Assist Guardianship Administrators

Assist Client Advisors

Assist in account acceptance process

Assist in discretionary request analysis

Assist in compliance management

Assist in annual account review

Ensure appropriate documentation is collected

Ensure systems information is up-to-date

Ensure accurate set up of documents

Ensure review of documents

Ensure accurate set up of services provided

Ensure review of services provided

Ensure accurate set up of specialized procedures

Ensure review of specialized procedures

Ensure ongoing written communications with client

Assist with business development

Assist with client presentations

Serve as subject matter expert

Mentor junior level employees

Manage daily operational activities

Supervise day-to-day work of junior employees

Facilitate discussions

How You'll Work.

Team & Collaboration

Client Support Services Team

Communication Scope

Oral communication; Written communication

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. Major Duties :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 execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information. 6\. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. 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 on-line tools. 9\. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request

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