Northern Trust
Financial Services
Sr.AccountManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr. Account Manager at Northern Trust. Skills: Account management, Client relationship management, Financial services, Trust administration. Coordinate account administration for fiduciary, investment management, estate. Develop and maintain working knowledge of governing documents”
Industry & Context.
Problem solving
What They're Looking For.
Must Have
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, Knowledge of internal bank trust functions, Analytical, problem solving, and organizational skills, Technical skills / systems knowledge
Nice to Have
College or University degree and/or relevant proven work experience, 5-7 year's experience in financial servicing or related experience/credentials
What You'll Do.
Coordinate account administration for fiduciary
investment management
Develop and maintain working knowledge of governing documents
Receive service requests from clients and partners
Communicate to service obtains appropriate information from partners
Facilitate service changes or transactions
Coordinate resolution of client informs client of steps
Oversee development of appropriate action plans for client
Ensure execution and follow-up
Communicate with clients regularly to inform them of
Engage the Client Support Services Team on execution
Assist Trust Advisors
Estate Settlement Administrators
Guardianship Administrators
Assist with discretionary request analysis and process
Assist with compliance management and annual account review
Ensure appropriate documentation is collected
Ensure systems information is up-to-date
Ensure accurate set up and review of documents
Manage daily operational activities
Supervise day-to-day work of junior-level employees
Deliver a work product that requires less revision
Facilitate discussions and reach decisions
How You'll Work.
Team & Collaboration
Client Support Services Team; Trust Advisors; Estate Settlement Administrators; Guardianship Administrators; Client Advisors
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. The key responsibilities of the role inclue: * Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. * 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 * Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems. * 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. * Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized
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