Sr Account Manager, Wm Advisory

Northern Trust

Naples, FL, United States
Onsite
Fiduciary account administration
Client relationship coordination
Complex trust and estate services
Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.
  • The Sr Account Manager role involves coordinating administration of complex fiduciary accounts and supporting Wealth Management Trust Advisors in client servicing and business development.
  • Northern Trust offers a flexible and collaborative work culture with opportunities for career growth and a commitment to community assistance.

Matching Summary

Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.

Skills & Requirements

Must-have

  • Fiduciary account administration
  • Client relationship coordination
  • Complex trust and estate services
  • Transaction processing oversight
  • Client inquiry resolution
  • Business development support

Nice-to-have

  • Mentoring junior employees
  • Process improvement initiatives
  • Strong communication skills
  • Adaptability to change
  • Collaborative work culture

Key Requirements

  • Minimum 5 years trust administration experience
  • Knowledge of personal trust and estate services
  • College degree or relevant work experience
  • Experience in financial servicing or related credentials
  • In-office work requirement

Work Rights

Not specified

Tailored Resume

Cover Letter