Senior Account Manager

Northern Trust
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Organizational skills","Adaptability"]

Coordinate complex client account administration across fiduciary, investment management, estate settlement, guardianship, and custody relationships. Maintain expertise in governing documents and account agreements, manage service requests, and drive issue resolution with regular client communication. Partner with internal client support teams to execute servicing events, account opening/closing, cash movements, and fee setups. Serve as a subject-matter expert and mentor, while using client online tools and systems like PeopleSoft.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Senior Account Manager

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Coordinate complex client account administration across fiduciary, investment management, estate settlement, guardianship, and custody relationships. Maintain expertise in governing documents and account agreements, manage service requests, and drive issue resolution with regular client communication. Partner with internal client support teams to execute servicing events, account opening/closing, cash movements, and fee setups. Serve as a subject-matter expert and mentor, while using client online tools and systems like PeopleSoft.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate account administration for complex client relationships, including fiduciary, investment management, estate settlement, guardianship, and custody accounts.
  • •Develop and maintain working knowledge of governing documents and account agreements, and receive/route client service requests to appropriate service partners.
  • •Coordinate resolution of client issues and provide clients with updates on steps taken and outcomes.
  • •Oversee action plans for client servicing events and ensure execution, follow-up, and regular communication regarding account setup/status, document requests, and other information.
  • •Serve as a key subject-matter expert and mentor; may supervise day-to-day operational activities of more junior-level employees (not a formal management role).

Key Requirements

  • •5+ years of experience in 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.
  • •Knowledge of internal bank trust functions.
  • •Technical skills/systems knowledge, e.g., PeopleSoft.
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