Senior Wealth Advisory and Client Relationship Manager

001 The Northern Trust Company; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Northern Trust is seeking an Account Manager (Partner) to maintain complex client relationships across fiduciary, investment management, estate settlement, guardianship and custody accounts in a wealth management setting. You will coordinate administration, respond to inquiries and help prepare client reports.

The successful candidate will support Wealth Management Trust Advisors and related teams, contribute to business development, and mentor junior colleagues while upholding service

Qualifications

• Excellent verbal and written communication skills are required.
• In-depth knowledge of personal trust, estate, guardian and advisory services and products is preferred.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• Technical skills/systems knowledge (e.g. PeopleSoft) are required.
• 5–7 years’ experience in financial servicing or related experience preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners; communicates with service partners; gathers information for service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly about statuses.
• Engages the Client Support Services Team on execution of client servicing events, account opening/closing, cash movement, and fee set-ups.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary analysis, compliance, and annual reviews; ensures documentation and systems are up-to-date.
• Develops knowledge of business applications critical to relationship management including client online tools.
• Assists in business development and client presentations; identifies service efficiency enhancements and process improvements.

Skills

Verbal communication

Written communication

Analytical skills

Problem solving

Organizational skills

Flexibility

Technical skills

Education

College/University degree

Tools

PeopleSoft

Job description

Northern Trust is seeking an Account Manager (Partner) to maintain complex client relationships across fiduciary, investment management, estate settlement, guardianship and custody accounts in a wealth management setting. You will coordinate administration, respond to inquiries and help prepare client reports.

The successful candidate will support Wealth Management Trust Advisors and related teams, contribute to business development, and mentor junior colleagues while upholding service