Northern Trust
Financial Services
AccountMgr,WMAdvisory
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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