Account Manager, WM Advisory

Northern Trust
New York
Workplace: HybridFull timeUSD 77,625 - 128,225Function: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Analytical skills","Problem-solving","Organizational skills","Adaptability"]

Coordinate administration for complex fiduciary, investment management, and/or custody accounts while supporting client relationships. Serve as a point of contact for client inquiries, resolve issues, and develop action plans and reporting. Maintain knowledge of governing documents and account agreements, partner with the Client Support Services Team for servicing events and transactions, and help Wealth Management Relationship Advisors with requests, meetings, and client presentations. Mentor more junior employees under general supervision.

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FursaFursa
Northern Trust
Northern Trust
2 months ago

Account Manager, WM Advisory

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Last checked: 13 hours agoStatus: Live

Job Summary

Coordinate administration for complex fiduciary, investment management, and/or custody accounts while supporting client relationships. Serve as a point of contact for client inquiries, resolve issues, and develop action plans and reporting. Maintain knowledge of governing documents and account agreements, partner with the Client Support Services Team for servicing events and transactions, and help Wealth Management Relationship Advisors with requests, meetings, and client presentations. Mentor more junior employees under general supervision.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate account administration for complex fiduciary, investment management, and/or custody accounts.
  • •Respond to client issues and inquiries, communicating steps to resolve requests or problems.
  • •Develop and execute action plans for client servicing events, providing regular client updates and managing document requests.
  • •Partner with the Client Support Services Team for servicing events, account opening/closing, cash movement, and fee set-ups.
  • •Assist Relationship Advisors with account acceptance, discretionary request analysis, compliance management, annual account review, and client presentations.

Pay and Benefits

Salary: USD 77,625 - 128,225
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability InsuranceSpending AccountsEquity

Key Requirements

  • •Excellent oral and written communication skills.
  • •Knowledge of internal bank trust functions is required.
  • •A college or university degree and/or relevant proven work experience is required.
  • •In-depth functional/industry knowledge of personal trust, estate, and advisory services and products is preferred.
  • •Analytical, problem-solving, and organizational skills with adaptability to change are required.
Experience:Wealth managementFiduciaryEstate advisoryInvestment managementCustody
Education:Bachelor's
Skills:CommunicationAnalytical skillsProblem-solvingOrganizational skillsAdaptability

Eligibility

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