Northern Trust

Financial Services

SrAccountMgr,WMAdvisory

$135–195k ~AI est. Dallas, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr Account Mgr, WM Advisory at Northern Trust. Skills: Client relationship management, Fiduciary services, Account administration. Coordinate account administration. Develop working knowledge of governing documents”

Industry & Context.

Financial Services
Problems you'll solve

Problem solving

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

Develop working knowledge of governing documents

Maintain working knowledge of account agreements

Receive service requests from clients

Receive service requests from partners

Communicate service requests to partners

Obtain information from partners

Obtain information from clients

Facilitate service changes

Facilitate transactions

Coordinate resolution of client issues

Inform client of steps taken

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

Assist with account opening

Assist with account closing

Assist with cash movement

Assist with fee set-ups

Assist Trust Advisors

Assist Estate Settlement Administrators

Assist Guardianship Administrators

Assist Client Advisors

Assist 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 of documents

Ensure accurate review of documents

Develop working knowledge of business applications

Maintain working knowledge of business applications

Assist with business development

Assist with client presentations

Identify service efficiency enhancements

Identify process improvements

Identify service delivery improvements

Serve as subject-matter expert

Mentor junior-level employees

Manage daily operational activities

Supervise day-to-day work

Deliver work product requiring less revision

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\. Develops and maintains working knowledge of governing documents and account agreements. 3\. 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 4\. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems. 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\. 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 procedures, and o

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