Wealth Client Success & Operations Manager

001 The Northern Trust Company; Chicago (IL); On-site; USD 68,000 - 112,000; Full time

Benefits offered by this job

Retirement benefits

Health benefits

Paid time off

Parental leave

Disability insurance

Discretionary bonus program

Job summary

Northern Trust is seeking an Account Manager to serve as the day-to-day client contact for family offices and other clients. You will work with internal partners to resolve issues and grow the regional client base, leveraging a network across the bank.

Responsibilities include building trusted relationships, handling inquiries, processing transactions, and ensuring accurate invoicing and fees. A strong knowledge of global custody and excellent communication are essential.

Qualifications

• Strong knowledge of global custody required.
• Experience interacting with demanding clients.
• Excellent organizational and communication abilities.
• Ability to resolve problems independently and under pressure.
• Adaptability to flexible working requirements.

Responsibilities

• Build trusted client relationships through engagement and delivery.
• Respond to client instructions and queries promptly and effectively.
• Independently resolve issues using internal networks and product knowledge.
• Oversee daily client activity, transaction processing, and documentation accuracy.
• Inform clients of substantive process changes at Northern Trust.
• Be a central contact for operational matters and client navigation of NT apps.
• Ensure correct setup and review of fees; timely client invoicing and collections.
• Proactively minimize risk and anticipate client needs; escalate concerns timely.
• Follow up with internal teams within 24 hours on client meetings.
• Maintain documentation/files for each client relationship.
• Coordinate account openings/closings and signatory requests; manage online user access.

Skills

Global custody knowledge

Client interaction experience

Organizational skills

Independent problem solving

Communication skills

Time and project management

Work under pressure

Flexibility with working hours

Online NT applications

Job description

Northern Trust is seeking an Account Manager to serve as the day-to-day client contact for family offices and other clients. You will work with internal partners to resolve issues and grow the regional client base, leveraging a network across the bank.

Responsibilities include building trusted relationships, handling inquiries, processing transactions, and ensuring accurate invoicing and fees. A strong knowledge of global custody and excellent communication are essential.