About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The Senior Account Manager, Wealth Management Advisory is responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts and bank accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
Key repsonsibilities:
Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
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.
Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
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.
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
Assists in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
Assists with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
Able to serve as a key subject-matter expert and mentor to other more junior-level employees.
Delivers a work product that requires less revision.
Able to facilitate discussions and reach decisions independently within authority limits.
Qualifications
Excellent oral and written communication skills are required.
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and banking products, usually acquired through related work experience, is required.
Knowledge of internal bank trust functions is required.
Analytical, problem solving, and organizational skills are required.
Highly flexible and adaptable to change.
Technical skills / systems knowledge (e.g. Peoplesoft) is required.
A College or University degree and/or relevant proven work experience is preferred.
5-7 years' experience in financial servicing or related experience/credentials preferred.
In office
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
2400 Market Street, Suite 239, Philadelphia, PA 19103
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Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity.
A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence.
Since our roots as a trust bank, we’ve grown to a global presence with more than 22,000 employees in more than 20 countries and across five core business units:
Wealth Management
Asset Management
Asset Servicing
Technology
Corporate Functions
Join a Team That’s Made for Greater
At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you.
New partners, enduring principles
What are enduring principles? At Northern Trust, you’ll often hear them referenced. But it’s much more than a catchphrase – it’s what guides our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity
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What does this mean?
Service
Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results.
Expertise
Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions.
Integrity
Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 22,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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