Senior Fiduciary Wealth Advisory Manager

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

Job summary

Northern Trust in Chicago seeks a client relationship partner to coordinate administration of fiduciary, investment management, estate settlement, guardianship and custody accounts for complex client relationships.

You will respond to client inquiries, prepare action plans and reports, and oversee transaction processing with the Client Support Services Team. Strong communication and analytical skills are essential for success in this role.

Qualifications

• Excellent verbal and written communication skills required.
• Functional/industry knowledge of personal trust, estate, guardian and advisory services.
• Analytical, problem solving, and organizational skills required.
• 5–7 years' experience in financial servicing or related credentials preferred.
• College or University degree required.

Responsibilities

• Coordinate administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
• Develop and maintain knowledge of governing documents and account agreements.
• Receive service requests, obtain necessary information, and facilitate service changes.
• Coordinate resolution of client issues and inform clients of steps taken.
• Oversee action plans for client servicing events and ensure execution and follow-up.
• Engage Client Support Services on account openings/closings, cash movement, and fee setups.
• Assist various advisors with account acceptance, discretionary analysis, and documentation.
• Maintain working knowledge of business applications critical to relationship management.
• Assist with business development and client presentations; identify efficiency improvements.
• Serve as a subject-matter expert and mentor to junior staff.
• May manage daily operations and supervise day-to-day work of junior staff.
• Be technically proficient in area of expertise with broader knowledge.
• Deliver work products with minimal revision; facilitate discussions and decisions.

Skills

Verbal communication

Written communication

Analytical thinking

Organizational skills

MS Office

Workday

Education

College or University degree

Tools

MS Office

Workday

Job description

Northern Trust in Chicago seeks a client relationship partner to coordinate administration of fiduciary, investment management, estate settlement, guardianship and custody accounts for complex client relationships.

You will respond to client inquiries, prepare action plans and reports, and oversee transaction processing with the Client Support Services Team. Strong communication and analytical skills are essential for success in this role.