Sr. Account Manager, Banking

The Northern Trust Company; Newport Beach (CA); On-site; USD 78,000 - 128,000; Full time

Job summary

Northern Trust in Newport Beach is seeking an experienced wealth management client servicing professional for an in-office role. You will be the primary contact for complex client inquiries related to banking products and services, and you will support tailored banking solutions for wealth management clients.

You will coordinate with internal teams, assist bankers with account administration, and help prepare client presentations while ensuring timely, accurate servicing and credit underwriting

Qualifications

• Minimum of 5+ years of experience in financial services or related fields.
• Prior experience in client servicing or relationship support is required.
• Strong analytical and organizational skills.

Responsibilities

• Serve as the primary contact for complex client inquiries related to banking products and services.
• Support the design and implementation of customized banking solutions for WM clients.
• Assist bankers with account administration, business development, and client presentations.

Skills

Banking products knowledge

Analytical skills

Communication skills

Relationship management

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Responsibilities

• Serve as the primary point of contact for complex client and partner inquiries related to banking products and services.
• Support the design and implementation of customized banking solutions, including treasury management, for new and existing Wealth Management (WM) clients.
• Assist bankers with internal account administration, business development initiatives, and client presentations. This includes supporting due diligence at the onset of credit opportunities by gathering financial statements, conducting industry research, performing basic feasibility analyses, and compiling required credit documentation.
• Act as a liaison with the National Credit Center throughout the credit underwriting lifecycle, from inception through approval and ongoing monitoring.
• Coordinate with Client Service Support Teams (CSST) to execute daily client transaction activities, including payments, fees, and borrowing transactions. Resolve client inquiries, obtain required documentation for credit underwriting and monitoring, and ensure credit files and systems data are accurate and up to date.
• Partner with CSST on deposit-related transaction processing, including account openings, exception resolution, overdrafts, and related servicing activities.
• Develop and oversee action plans to address client servicing needs, coordinating with cross‑functional partners to ensure timely execution and follow‑up.
• Serve as a subject matter resource to the relationship servicing team for highly complex Wealth Management relationships.
• Build a strong understanding of the underlying client needs behind service requests and communicate those needs effectively to internal service partners. Gather and relay information required to facilitate service changes.
• Identify opportunities to enhance service efficiency, improve processes, and optimize service delivery.
• Communicate proactively with clients regarding account setup and status updates, past‑due loans, documentation requests, and other servicing matters.
• Develop and maintain a working knowledge of loan agreements, financial statements, and other documentation required to effectively monitor client relationships.

Knowledge and Skills

• Strong knowledge of banking products and services, with an understanding of internal banking functions.
• Excellent analytical, problem‑solving, and organizational skills.
• Ability to manage complex client relationships and coordinate across multiple internal partners.
• Strong communication skills, with the ability to convey complex information clearly to clients and colleagues.

Experience

• Minimum of 5+ years of experience , or equivalent, in financial services, accounting, or related fields.
• Prior experience in a client servicing or relationship support role is required.

Work Environment

This is an in-office position. This person is expected to work onsite Monday-Friday to support effective collaboration, teamwork, and client service delivery.

660 Newport Center Drive, Ste. 1100, Newport Beach

Salary Range:

$77,625 - 128,225 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assist