Northern Trust
Financial Services
SrAccountMgr,WMAdvisory
Neural analysis suggests this role is
optimal for Senior candidates.
“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.
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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