Account Mgr, WM Advisory

Northern Trust
Miami
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Organizational skills","Adaptability"]

Coordinate account administration and client servicing for complex fiduciary, investment management, estate settlement, custody, and related accounts. Resolve client issues, maintain working knowledge of governing documents and account agreements, and drive action plans for servicing events. Partner with internal service teams to support account opening/closing, cash movement, and fee set-ups, and serve as a subject matter expert and mentor to junior employees. Use client online tools and applications to ensure accurate, up-to-date account records.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
3 days 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: 4 hours agoStatus: Live

Job Summary

Coordinate account administration and client servicing for complex fiduciary, investment management, estate settlement, custody, and related accounts. Resolve client issues, maintain working knowledge of governing documents and account agreements, and drive action plans for servicing events. Partner with internal service teams to support account opening/closing, cash movement, and fee set-ups, and serve as a subject matter expert and mentor to junior employees. Use client online tools and applications to ensure accurate, up-to-date account records.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Coordinate account administration for complex client relationships across fiduciary, investment management, estate settlement, and/or custody accounts.
  • •Coordinate resolution of client issues and communicate steps taken to resolve requests or problems.
  • •Develop and maintain working knowledge of governing documents and account agreements.
  • •Receive service requests, communicate with service partners, and gather information to facilitate service changes or transactions.
  • •Oversee client servicing action plans, ensure execution and follow-up, and support account opening/closing, cash movement, and fee set-ups. Also assist related account acceptance and review processes.

Key Requirements

  • •Authorize to work in the U.S. without employment-based visa sponsorship now or in the future.
  • •5+ years of financial servicing or related experience/credentials preferred.
  • •Strong oral and written communication skills.
  • •In-depth functional/industry knowledge of personal trust, estate, guardianship, and advisory services/products.
  • •Technical skills/systems knowledge (e.g., Peoplesoft) and analytical/problem-solving/organizational skills.
Experience:5+ yearsFinancial services
Education:Bachelor's
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