Northern Trust
Financial Services
AccountMgr,WM
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Mgr, WM at Northern Trust. Skills: Client relationship management, Account administration, Financial services. Coordinate account administration. Coordinate resolution of client issues”
Industry & Context.
What They're Looking For.
Must Have
5-7 years experience in financial servicing
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
Maintain working knowledge of account agreements
Receive service requests
Communicate service requests to service
Obtain appropriate information from partners
Obtain appropriate information from clients
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
Identify service efficiency enhancements
Identify process improvements
Identify service delivery improvements
Develop working knowledge of business applications
Maintain working knowledge of client on-line tools
Assist Trust Advisors in account acceptance
Assist Estate Settlement Administrators in account acceptance
Assist Guardianship Administrators in account acceptance
Assist Client Advisors in account acceptance
Assist Trust Advisors with discretionary request analysis
Assist Estate Settlement Administrators with discretionary request analysis
Assist Guardianship Administrators with discretionary request analysis
Assist Client Advisors with discretionary request analysis
Assist Trust Advisors with compliance management
Assist Estate Settlement Administrators with compliance management
Assist Guardianship Administrators with compliance management
Assist Client Advisors with compliance management
Assist Trust Advisors with annual account review
Assist Estate Settlement Administrators with annual account review
Assist Guardianship Administrators with annual account review
Assist Client Advisors with 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 Trust Advisors with business development
Assist Estate Settlement Administrators with business development
Assist Guardianship Administrators with business development
Assist Client Advisors with business development
Assist Trust Advisors with client presentations
Assist Estate Settlement Administrators with client presentations
Assist Guardianship Administrators with client presentations
Assist Client Advisors with client presentations
Serve as key subject matter expert
Mentor other junior level employees
Manage daily operational activities
Supervise day-to-day work of junior employees
Facilitate discussions
How You'll Work.
Team & Collaboration
Engage 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 : * Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, 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 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, or other information. * Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. * Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures. * Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools. * Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and pro
Applying for this Account Mgr, WM role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.