Account Manager, Wm Advisory

NRT (National Revenue Tax)

Montecito, CA, United States
Base: $77,625 - 128,225 usd; bonus/equity: discret...
Onsite
Client relationship coordination
Fiduciary and investment account administration
Transaction processing oversight
Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients globally

Job Summary

  • Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients globally.
  • The Account Manager supports complex fiduciary, investment management, and custody accounts by coordinating administration, client servicing, and assisting Relationship Advisors.
  • Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, and a discretionary bonus program with potential equity components.

Matching Summary

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

Salary

Base: $77,625 - 128,225 USD; Bonus/Equity: Discretionary bonus program may include equity; Benefits: Comprehensive benefits including retirement, health, paid time off, parental leave

Skills & Requirements

Must-have

  • Client relationship coordination
  • Fiduciary and investment account administration
  • Transaction processing oversight
  • Client inquiry response
  • Account onboarding and maintenance
  • Use of business applications for relationship management
  • Onsite office-based work

Nice-to-have

  • Mentoring junior employees
  • Business development assistance
  • Process improvement identification
  • Facilitating discussions and decision making
  • Creative and proactive service delivery

Key Requirements

  • College or University degree or relevant work experience
  • Excellent oral and written communication skills
  • Analytical and organizational skills with acute attention to detail
  • Preferably experience in wealth management or related credentials
  • Ability to work independently under general supervision

Work Rights

Not specified

Tailored Resume

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