Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service
Job Summary
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
The Account Manager is responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
The company offers a flexible and collaborative work culture with opportunities for career movement and a commitment to community service and inclusion.
Matching Summary
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
Skills & Requirements
Must-have
Client relationship management
Fiduciary and estate account administration
Coordination with client support teams
Knowledge of governing documents and account agreements
Technical skills including Workday and Microsoft Office
Onsite office-based role
Nice-to-have
Mentoring junior employees
Business development support
Process improvement and service efficiency
Flexible and adaptable to change
Strong oral and written communication skills
Key Requirements
In-depth knowledge of personal trust and estate services
Experience in financial servicing or related credentials
College or University degree or relevant work experience
Analytical and problem-solving skills
Experience with compliance management and account review processes