Account Manager, Trust & Advisory

Northern Trust

Base: $67,500 - 111,500 usd; bonus/equity: discret...
Onsite
Coordinate account administration
Respond to client inquiries
Develop working knowledge of governing documents
Northern Trust is seeking an Account Manager for Trust & Advisory services to manage complex client relationships in an office-based role. The ideal candidate will have substantial experience in financial services, particularly in fiduciary and estate management, and strong communication and problem-solving skills

Job Summary

  • The Account Manager will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
  • Key responsibilities include coordinating account administration, resolving client issues, developing working knowledge of governing documents, and overseeing transaction processing.
  • Northern Trust provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, and a discretionary bonus program.

Matching Summary

Match Score: 85

Northern Trust is seeking an Account Manager for Trust & Advisory services to manage complex client relationships in an office-based role. The ideal candidate will have substantial experience in financial services, particularly in fiduciary and estate management, and strong communication and problem-solving skills.

Salary

Base: $67,500 - 111,500 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Coordinate account administration
  • Respond to client inquiries
  • Develop working knowledge of governing documents
  • Oversee transaction processing
  • Identify service efficiency enhancements
  • Maintain client relationships

Nice-to-have

  • Flexible and collaborative work culture
  • Commitment to assisting communities
  • Explore new ideas
  • Movement within the organization encouraged

Key Requirements

  • 5-7 years' experience in financial servicing
  • College or University degree and/or relevant proven work experience
  • Excellent verbal and written communication skills
  • In-depth Functional / Industry Knowledge
  • Analytical, problem solving, and organizational skills
  • Technical skills / systems knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter