Northern Trust

1 month ago

Sr Account Specialist, WM Advisory

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Senior fiduciary wealth management professional responsible for coordinating complex client accounts (fiduciary, investment management, estate settlement, guardianship, and custody) and delivering service excellence. You’ll lead account activity, develop servicing plans, and collaborate with trust advisors and client teams to ensure accurate documentation, timely execution, and proactive client communications in a high-touch, regulated financial environment.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly about status.
•Engages the Client Support Services Team on execution of client servicing events, account opening/closing, cash movement, and fee setups.
•Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with account acceptance, discretionary analysis, compliance, and annual reviews; maintains up-to-date documentation and system data.
•Acts as a subject-matter expert and mentor to junior employees; may supervise daily operational activities.

Key Requirements

•5-7 years of experience in financial servicing or related experience; a college degree is preferred.
•Strong knowledge of fiduciary, investment management, estate settlement, guardianship, and advisory services.
•Excellent oral and written communication skills.
•Knowledge of internal bank trust functions with strong analytical, problem-solving, and organizational abilities.
•Technical skills or systems knowledge (e.g., Peoplesoft) is required.

Experience:5-7 yearsFinanceWealth managementFiduciaryBanking

Education:Bachelor's

Tech Stack:PeopleSoft

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 month ago

Sr Account Specialist, WM Advisory

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly about status.
•Engages the Client Support Services Team on execution of client servicing events, account opening/closing, cash movement, and fee setups.
•Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with account acceptance, discretionary analysis, compliance, and annual reviews; maintains up-to-date documentation and system data.
•Acts as a subject-matter expert and mentor to junior employees; may supervise daily operational activities.

Key Requirements

•5-7 years of experience in financial servicing or related experience; a college degree is preferred.
•Strong knowledge of fiduciary, investment management, estate settlement, guardianship, and advisory services.
•Excellent oral and written communication skills.
•Knowledge of internal bank trust functions with strong analytical, problem-solving, and organizational abilities.
•Technical skills or systems knowledge (e.g., Peoplesoft) is required.

Experience:5-7 yearsFinanceWealth managementFiduciaryBanking

Education:Bachelor's

Tech Stack:PeopleSoft

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn