Sr Account Manager, Wealth Management Advisory

The Northern Trust Company; Lake Forest (IL); Presencial; USD 74.000 - 126.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Retirement benefits

Health & welfare benefits

Paid time off

Parental leave

Life & accident insurance

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Verbal communication

Written communication

Analytical skills

Problem solving

Organizational skills

Adaptability

MS Office

Educación

College degree

Herramientas

Microsoft Office

Descripción del empleo

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.

The Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.

Key responsibilities

1. 1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
2. 2. Develops and maintains working knowledge of governing documents and account agreements.
3. 3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions
4. 4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
5. 5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
6. 6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
7. 7. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
8. 8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
9. 9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
10. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
11. 10. Able to serve as a key subject‑matter expert and mentor to other more junior‑level employees
12. 11. May manage daily operational activities and supervise day‑to‑day work of junior‑level employees (but not a formal management role)
13. 12. More technically sound in area of expertise and has broader knowledge of other areas
14. 13. Delivers a work product that requires less revision
15. 14. Able to facilitate discussions and reach decisions

The successful candidate will have:

• Excellent verbal and written communication skills are required
• Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, 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

Experience :A College or University degree and/or relevant proven work experience is preferred.

5-7 years' experience in financial servicing or related experience/credentials preferred.

Salary Range

$74,200 - 126,200 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. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need