Northern Trust

4 months ago

Sr Account Manager, WM Advisory

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Support and service client relationships for fiduciary and advisory wealth management accounts, coordinating administration across complex fiduciary scenarios. Work with Wealth Management Trust Advisors, respond to client inquiries, prepare action plans and reports, and oversee transaction processing in coordination with Client Support Services. Also mentor junior staff and identify process improvements to enhance service delivery.

Location: Naples

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
•Develops and maintains working knowledge of governing documents and account agreements.
•Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
•Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

Key Requirements

•In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
•Knowledge of general internal bank trust functions
•Analytical, problem solving, and organizational skills
•Excellent oral and written communication skills
•Highly flexible and adaptable to change

Experience:Wealth managementFinance

Education:Bachelor's

Skills:CommunicationProblem-solvingAdaptabilityIndependenceOrganizational

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: 3.9

Website LinkedIn

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Northern Trust

4 months ago

Sr Account Manager, WM Advisory

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Naples

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
•Develops and maintains working knowledge of governing documents and account agreements.
•Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
•Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

Key Requirements

•In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
•Knowledge of general internal bank trust functions
•Analytical, problem solving, and organizational skills
•Excellent oral and written communication skills
•Highly flexible and adaptable to change

Experience:Wealth managementFinance

Education:Bachelor's

Skills:CommunicationProblem-solvingAdaptabilityIndependenceOrganizational

Company Brief

Northern Trust

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: 3.9

Website LinkedIn