Northern Trust

1 month ago

Account Mgr, 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

Manage fiduciary and custody accounts for complex client relationships within wealth management. Coordinate account administration, service requests, and client communications; mentor junior staff and partner with Trust Advisors and Client Advisors. Drive process improvements, leverage systems like Peoplesoft, and contribute to business development while delivering expert guidance and exceptional service to high-net-worth clients.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key 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; communicates with clients regularly regarding set-up or status.
•Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary analysis, compliance management, and annual account reviews.
•May manage daily operational activities and supervise day-to-day work of junior staff (not a formal management role) and mentor more junior employees.

Key Requirements

•Bachelor's degree and/or relevant proven work experience; 5-7 years of financial servicing or related experience preferred.
•Excellent written and verbal communication skills; ability to coordinate with clients and partners.
•In-depth knowledge of personal trust, estate, guardian and advisory services and products; knowledge of internal bank trust functions.
•Technical skills / systems knowledge (e.g., Peoplesoft) required.
•Strong analytical, problem-solving and organizational abilities; flexible and adaptable to change.

Experience:5-7 yearsFinanceFinancial servicesWealth managementTrust services

Education:Bachelor's

Skills:CommunicationProblem-solvingOrganizationMentoringLeadership

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

Account Mgr, 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: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key 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; communicates with clients regularly regarding set-up or status.
•Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary analysis, compliance management, and annual account reviews.
•May manage daily operational activities and supervise day-to-day work of junior staff (not a formal management role) and mentor more junior employees.

Key Requirements

•Bachelor's degree and/or relevant proven work experience; 5-7 years of financial servicing or related experience preferred.
•Excellent written and verbal communication skills; ability to coordinate with clients and partners.
•In-depth knowledge of personal trust, estate, guardian and advisory services and products; knowledge of internal bank trust functions.
•Technical skills / systems knowledge (e.g., Peoplesoft) required.
•Strong analytical, problem-solving and organizational abilities; flexible and adaptable to change.

Experience:5-7 yearsFinanceFinancial servicesWealth managementTrust services

Education:Bachelor's

Skills:CommunicationProblem-solvingOrganizationMentoringLeadership

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