Institutional Trust Account Manager - Hybrid Role

ntrs; Chicago (IL); Hybride; USD 70 000 - 100 000; Plein temps

Résumé du poste

Northern Trust is seeking an Account Manager in the Institutional Trust segment to support large asset owner clients with day-to-day cash, FX, and trade activity, resolving inquiries and guiding clients through the transaction initiation platform.

You will work with the Client Service Team to mitigate risk, document procedures, and build strong client relationships while contributing to process improvements and service delivery excellence.

Qualifications

• Knowledge of trust/custody operations through training and experience.
• General business and basic securities industry knowledge.
• Attention to detail to manage risk in the role.
• Analytical skills to identify issues.

Responsabilités

• Day-to-day contact for execution of all client directed cash, foreign exchange, and trade activity.
• Handles inquiries from clients and internal partner areas related to client directed activity and provides timely responses (i.e., confirming transaction activity).
• Reviews client cash balances and assists with the resolution of any exceptions resulting from the processing of client directed activity.
• Coordinates with the broader client service team on the execution of client activity, communicating with client and vendors as appropriate.
• Serves as a subject matter expert for questions and training on Northern Trust's online transaction initiation platform. Performs demonstrations of the platform for new and existing clients.
• Documents client specific procedures and communicates with client as appropriate to manage daily activity.
• Develops understanding of assigned clients and builds report with key client contacts.
• Proactively reviews and identifies opportunities for process improvement in the day-to-day delivery of service to the client.
• Attends and actively participates in internal client service team meetings.
• Attends and actively participated in client meetings as needed.
• Manages risk associated with client directed activity to protect the client and Northern Trust

Connaissances

Trust/custody operations knowledge

Securities industry knowledge

Attention to detail

Analytical skills

Description du poste

Northern Trust is seeking an Account Manager in the Institutional Trust segment to support large asset owner clients with day-to-day cash, FX, and trade activity, resolving inquiries and guiding clients through the transaction initiation platform.

You will work with the Client Service Team to mitigate risk, document procedures, and build strong client relationships while contributing to process improvements and service delivery excellence.