Senior Wealth Management Account Manager

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

Benefits offered by this job

Retirement benefits

Health & welfare benefits

Paid time off

Parental leave

Life & accident insurance

Job summary

The Northern Trust Company in the United States is seeking an Account Manager to maintain client relationships by coordinating administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts. The role collaborates with the Client Support Services Team to respond to inquiries and produce action plans and reports.

The successful candidate will have 5–7 years in financial servicing, a college degree, excellent verbal and written communication, strong

Qualifications

• Excellent verbal and written communication skills are required.
• Industry knowledge of personal trust, estate, guardian and advisory services is preferred.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. Microsoft Office) is required.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain working knowledge of governing documents and account agreements.
• Receive service requests from clients and partners and communicate to service partners; obtain information to facilitate service changes or transactions.
• Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
• Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients regularly.

Skills

Verbal communication

Written communication

Analytical skills

Problem solving

Organizational skills

Adaptability

MS Office

Education

College degree

Tools

Microsoft Office

Job description

The Northern Trust Company in the United States is seeking an Account Manager to maintain client relationships by coordinating administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts. The role collaborates with the Client Support Services Team to respond to inquiries and produce action plans and reports.

The successful candidate will have 5–7 years in financial servicing, a college degree, excellent verbal and written communication, strong