Wealth Advisory Account Manager

Northern Trust Corp; Naples (FL); On-site; USD 95,000 - 130,000; Full time

Job summary

Northern Trust Corp seeks an Account Manager, WM Advisory to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will resolve client issues, communicate steps taken, and develop action plans for servicing events, ensuring timely execution and follow-up. A strong knowledge of trust and advisory services is essential.

Qualifications

• A College or University degree and/or relevant proven work experience is preferred.
• 5+ years experience in financial servicing or related experience/credentials preferred.
• Must be authorized to work in the U.S. without visa sponsorship now or in the future.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.
• Engages the Client Support Services Team on execution of client servicing events and fees.
• Assists senior Advisers and Administrators with account setup, review, and documentation.

Skills

Communication skills

Trust/estate knowledge

Analytical skills

Client servicing

PeopleSoft

Education

Bachelor's degree or higher

Tools

PeopleSoft

Job description

Northern Trust Corp seeks an Account Manager, WM Advisory to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will resolve client issues, communicate steps taken, and develop action plans for servicing events, ensuring timely execution and follow-up. A strong knowledge of trust and advisory services is essential.