Senior Account Manager, Institutional Trust — Hybrid Role

The Northern Trust Company; Chicago (IL); Hybrid; USD 74,000 - 126,000; Full time

Job summary

The Northern Trust Company is hiring a Senior Account Manager within Institutional Trust to support large institutional asset owner clients, including corporations, foundations, and not-for-profit healthcare organizations. You will manage day-to-day client cash, FX, and trade activity while coordinating across internal teams to deliver high-quality service.

You will resolve inquiries, share expertise on the online transaction platform, and help identify process improvements and manage

Qualifications

• 2-3 years of experience in financial services, trust/custody, accounting, or a related field, with client servicing experience.
• Strong knowledge of trust and custody operations, securities, and financial services.
• Strong client service, communication, and relationship management skills.
• Strong analytical and problem-solving skills with the ability to identify and resolve client issues.
• High attention to detail with the ability to manage operational and transaction-related risk.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to collaborate effectively across client service, operations, and other internal partner teams

Responsibilities

• Serve as a primary point of contact for client-directed cash, foreign exchange, and trade activity.
• Manage and resolve client and internal inquiries related to transaction activity, including transaction confirmations, issues, and exceptions.
• Review client cash balances and coordinate the resolution of exceptions resulting from client-directed activity.
• Partner with the broader Client Service Team, internal business areas, clients, and external vendors to facilitate accurate and timely transaction execution.
• Serve as a subject matter expert on Northern Trust's online transaction initiation platform, providing guidance, demonstrations, and training to new and existing clients.
• Develop, maintain, and enhance client-specific procedures to support effective service delivery and risk management.
• Develop a strong understanding of assigned clients and build trusted relationships with key client contacts.
• Proactively identify opportunities to improve processes, controls, and the overall client experience.
• Participate actively in internal Client Service Team meetings and client meetings as needed.
• Identify, escalation, and manage risks associated with client-directed activity to protect both clients and Northern Trust.

Skills

Client servicing

Trust/custody operations

Analytical skills

Communication

Relationship management

Job description

The Northern Trust Company is hiring a Senior Account Manager within Institutional Trust to support large institutional asset owner clients, including corporations, foundations, and not-for-profit healthcare organizations. You will manage day-to-day client cash, FX, and trade activity while coordinating across internal teams to deliver high-quality service.

You will resolve inquiries, share expertise on the online transaction platform, and help identify process improvements and manage