The Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts
Job Summary
The Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody 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.
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.
Matching Summary
The Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
Skills & Requirements
Must-have
Client relationship maintenance
Fiduciary account administration
Investment management account administration
Estate settlement account administration
Guardianship account administration
Custody account administration
Client inquiry response
Action plan and report production
Transaction processing oversight
Nice-to-have
Service efficiency enhancements
Process improvement identification
Creative and proactive measures
Subject-matter expert
Mentor to junior employees
Facilitate discussions and decisions
Key Requirements
In-depth Functional / Industry Knowledge
Knowledge of internal bank trust functions
Analytical, problem solving, and organizational skills
Highly flexible and adaptable to change
Technical skills / systems knowledge
College or University degree and/or relevant proven work experience
Demonstrated experience in financial servicing or related experience/credentials