Senior Account Manager

Northern Trust
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Communication","Analytical thinking","Problem-solving","Organizational skills","Adaptability"]

Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Serve as a subject-matter expert for governing documents, service requests, issue resolution, and client servicing events. Work with Client Support Services on account set-up/changes, cash movement, and fees, while assisting trust and estate teams with acceptance, reviews, compliance, documentation, and system updates. Identify process improvements and mentor junior employees.

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FursaFursa
Northern Trust
Northern Trust
8 hours ago

Senior Account Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Serve as a subject-matter expert for governing documents, service requests, issue resolution, and client servicing events. Work with Client Support Services on account set-up/changes, cash movement, and fees, while assisting trust and estate teams with acceptance, reviews, compliance, documentation, and system updates. Identify process improvements and mentor junior employees.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
  • •Develop and maintain knowledge of governing documents and account agreements; receive client service requests and facilitate service changes or transactions.
  • •Coordinate resolution of client issues, communicate steps taken, and manage action plans for client servicing events with regular client communication.
  • •Engage Client Support Services for execution of client servicing events, account opening/closing, cash movement, and fee set-ups.
  • •Assist trust/estate/guardianship and client advisors with account acceptance, discretionary request analysis, compliance management, annual account review, and documentation/system updates.

Key Requirements

  • •5+ years of experience in financial servicing or related experience/credentials (preferred).
  • •In-depth functional/industry knowledge of personal trust, estate, guardianship, and Advisory services/products.
  • •Excellent oral and written communication skills.
  • •Analytical, problem-solving, and organizational skills, with the ability to adapt to change.
  • •Technical/system knowledge (e.g., Peoplesoft) and ability to maintain account information in internal tools.
Experience:5+ yearsFinancial servicesWealth managementAsset servicingEstate settlementFiduciary services
Skills:CommunicationAnalytical thinkingProblem-solvingOrganizational skillsAdaptability
Tech Stack:PeopleSoft

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

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
Glassdoor: 3.9
WebsiteLinkedIn