Account Manager, WM Advisory

Northern Trust
New York
Workplace: OnsiteFull timeUSD 77,625 - 128,225Function: Customer Success & Account ManagementExperience: 5-7 yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Organizational skills","Adaptability"]

Coordinate administration and servicing of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex wealth management relationships. Serve as a key contact for client inquiries, develop action plans, oversee transaction processing, and partner with client support teams to execute onboarding and servicing events. Apply knowledge of governing documents and account agreements, contribute to service/process improvements, mentor junior employees, and support client presentations and business development.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Account Manager, WM Advisory

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Coordinate administration and servicing of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex wealth management relationships. Serve as a key contact for client inquiries, develop action plans, oversee transaction processing, and partner with client support teams to execute onboarding and servicing events. Apply knowledge of governing documents and account agreements, contribute to service/process improvements, mentor junior employees, and support client presentations and business development.
Location: New York
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.
  • •Resolve client issues by coordinating with service partners and keeping clients informed on next steps and status.
  • •Maintain working knowledge of governing documents/account agreements and ensure documentation is collected and imaged.
  • •Oversee action plans for client servicing events, including execution, follow-up, and regular client communication.
  • •Serve as a subject matter expert by mentoring junior employees and assisting with client requests, meetings, business development, and presentations.

Pay and Benefits

Salary: USD 77,625 - 128,225
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •5-7 years of experience in financial servicing or related experience/credentials (college degree preferred).
  • •In-depth knowledge of personal trust, estate, guardianship, advisory, and related services/products.
  • •Knowledge of internal bank trust functions and governing documents/account agreements.
  • •Excellent oral and written communication, analytical problem-solving, and organizational skills.
  • •Technical/systems knowledge (e.g., PeopleSoft) and ability to use client online tools.
Experience:5-7 yearsFinancial servicesWealth managementTrust & fiduciaryEstateGuardianship
Education:Bachelor's
Skills:CommunicationAnalytical thinkingProblem-solvingOrganizational skillsAdaptability
Tech Stack:PeopleSoft

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