Wealth Management Account Manager — Hybrid Client Advisor

Northern Trust; New York (NY); Hybrid; USD 77,625 - 128,225; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Job summary

Northern Trust in New York is seeking an Account Manager, WM Advisory to support client relationships across fiduciary, investment management, and custody accounts. You will coordinate administration, respond to inquiries, and prepare action plans and reports while collaborating with the Client Support Services Team.

The role emphasizes teamwork, independence, mentoring junior staff, and a balanced hybrid work model (3 days in office, 2 from home), with opportunities to contribute to service

Qualifications

• 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.

Responsibilities

• 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, communicates to service partners; obtains appropriate information to facilitate service changes or transactions.
• 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.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set‑ups.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on‑line tools.
• Assists Relationship 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.
• Assists Relationship Advisors with business development and client presentations.
• Able to serve as a key subject matter expert and mentor to other more junior level employees.
• Able to facilitate discussions and reach decisions.

Skills

Communication skills

Wealth management knowledge

Analytical thinking

Problem-solving

Organizational skills

Customer service orientation

Education

College degree

Tools

Client online tools

Banking software

Job description

Northern Trust in New York is seeking an Account Manager, WM Advisory to support client relationships across fiduciary, investment management, and custody accounts. You will coordinate administration, respond to inquiries, and prepare action plans and reports while collaborating with the Client Support Services Team.

The role emphasizes teamwork, independence, mentoring junior staff, and a balanced hybrid work model (3 days in office, 2 from home), with opportunities to contribute to service