Sr Account Manager, Wealth Management Advisory

Northern Trust
Chicago
Full timeUSD 74,200 - 126,200 annuallyFunction: Customer Success & Account ManagementExperience: 5-7 yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Organizational skills","Adaptability"]

Manage and maintain complex client relationships across fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. Coordinate account administration, respond to client inquiries, and drive service changes and issue resolution in partnership with the Client Support Services Team. Oversee action plans, ensure accurate account set-up and documentation, and support wealth management and estate advisors with requests, meetings, and client presentations while identifying process improvements.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Sr Account Manager, Wealth Management Advisory

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage and maintain complex client relationships across fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. Coordinate account administration, respond to client inquiries, and drive service changes and issue resolution in partnership with the Client Support Services Team. Oversee action plans, ensure accurate account set-up and documentation, and support wealth management and estate advisors with requests, meetings, and client presentations while identifying process improvements.
Location: Chicago
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
  • •Develop and maintain knowledge of governing documents and account agreements to support servicing needs.
  • •Receive and route service requests, gather required information, and communicate with service partners and clients.
  • •Oversee resolution of client issues and ensure clients are informed of steps taken and outcomes.
  • •Create and execute action plans for client servicing events (including account set-up/status updates, document requests, and ongoing account reviews).

Pay and Benefits

Salary: USD 74,200 - 126,200 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveDisability

Key Requirements

  • •5–7 years of experience in financial servicing or related experience/credentials preferred.
  • •A college or university degree and/or relevant proven work experience is preferred.
  • •Excellent verbal and written communication skills.
  • •Functional/industry knowledge of personal trust, estate, guardianship, and advisory services/products.
  • •Technical skills and systems knowledge (e.g., MS Office, Workday) plus analytical, problem-solving, and organizational skills.
Experience:5-7 yearsFinancial servicesWealth managementAsset servicingEstate planningCustody/guardianship
Education:Bachelor's
Skills:CommunicationAnalytical thinkingProblem-solvingOrganizational skillsAdaptability
Tech Stack:MS OfficeWorkday

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
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