Sr Account Manager, WM Advisory at Northern Trust

Naples, Florida, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
Knowledge of general internal bank trust functions
Analytical, problem solving, and organizational skills
Excellent oral and written communication skills
Highly flexible and adaptable to change
Ability to work independently
Technical skills / systems knowledge
A College or University degree and/or relevant proven work experience (Preferred)
Minimum 5 years’ experience in trust administration, financial servicing or relevant experience/credentials (Preferred)

Responsibilities

Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships
Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems
Develops and maintains working knowledge of governing documents and account agreements
Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions
Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups
Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools
Assists Trust Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity
Assists Trust Advisors with business development and client presentations
Able to serve as a key subject matter expert and mentor to other more junior level employees
Able to facilitate discussions and reach decisions