Wealth Management Account Manager – Hybrid

Northern Trust Corp; New York (NY); Hybrid; USD 78.000 - 128.000; Vollzeit

Zusammenfassung

Northern Trust is seeking an Account Manager, WM Advisory in a hybrid role, split between 3 days in the office and 2 days at home. The position supports servicing complex fiduciary, investment management, and custody accounts, coordinating with Relationship Advisors and Client Support Services to deliver client-facing actions and reports.

Strong communication, trust/estate knowledge, and a degree are required, with experience in wealth management preferred.

Qualifikationen

• Excellent oral and written communication skills are required.
• In-depth Functional / Industry Knowledge of personal trust, estate and Advisory services and products, usually acquired through related work experience, is preferred
• Knowledge of internal bank trust functions is required
• Analytical, problem solving, and organizational skills are required
• Highly flexible and adaptable to change
• A College or University degree and/or relevant proven work experience is required
• Proven years of experience in wealth management or related experience/credentials is preferred

Aufgaben

• Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and other partners; facilitates service changes or transactions.
• 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 related tasks.
• Assists Relationship Advisors with business development and client presentations.
• Mentor to junior staff and facilitate discussions.

Kenntnisse

Excellent oral and written comms

Analytical problem solving

Organizational skills

Flexible and adaptable

Mentor to junior staff

Ausbildung

College or University degree

Tools

Client on-line tools

Jobbeschreibung

Northern Trust is seeking an Account Manager, WM Advisory in a hybrid role, split between 3 days in the office and 2 days at home. The position supports servicing complex fiduciary, investment management, and custody accounts, coordinating with Relationship Advisors and Client Support Services to deliver client-facing actions and reports.

Strong communication, trust/estate knowledge, and a degree are required, with experience in wealth management preferred.