Northern Trust

1 month ago

Account Manager - Wealth Management 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

Support and service client relationships by coordinating administration of fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. Collaborate with Wealth Management Trust Advisors and Client Advisors to manage client requests, business development, and client presentations within a hybrid work model.

Location: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
•Develop and maintain working knowledge of governing documents and account agreements.
•Assist Relationship Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensure appropriate documentation is collected and imaged; ensure systems information is up-to-date; ensure accurate set up and review of fees.
•Assist Relationship Advisors with business development and client presentations.

Pay and Benefits

Salary: USD 67,500 - 111,500 annually

Perks:Health InsuranceDentalVision401kPensionPaid LeaveLife Insurance

Key Requirements

•Excellent verbal and written communication skills are required.
•In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services and products is required.
•Knowledge of trust functions is required.
•Analytical, problem solving, and organizational skills are required.
•5-7 years' experience in financial servicing or related experience/credentials preferred.

Experience:5-7 yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationPresentationProblem-solvingOrganization

Tech Stack:Workday

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

1 month ago

Account Manager - Wealth Management 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

Location: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
•Develop and maintain working knowledge of governing documents and account agreements.
•Assist Relationship Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensure appropriate documentation is collected and imaged; ensure systems information is up-to-date; ensure accurate set up and review of fees.
•Assist Relationship Advisors with business development and client presentations.

Pay and Benefits

Salary: USD 67,500 - 111,500 annually

Perks:Health InsuranceDentalVision401kPensionPaid LeaveLife Insurance

Key Requirements

•Excellent verbal and written communication skills are required.
•In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services and products is required.
•Knowledge of trust functions is required.
•Analytical, problem solving, and organizational skills are required.
•5-7 years' experience in financial servicing or related experience/credentials preferred.

Experience:5-7 yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationPresentationProblem-solvingOrganization

Tech Stack:Workday

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