Account Manager, Wealth Management Advisory

Requirements

• A College or University degree and/or relevant proven work experience
• Prior years' experience in financial servicing or related experience/credentials
• Excellent oral and written communication skills
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
• Knowledge of internal bank trust functions
• Analytical, problem solving, and organizational skills
• Highly flexible and adaptable to change
• Technical skills / systems knowledge
• This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
• 2501 N. Harwood, Dallas, 75201
• #LI-LG1
• Work Authorization
• Working with Us
• As a Northern

Benefits

Additional Information

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Account Manager, Wealth Management Advisory Under general supervision (but works independently most of the time), responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The 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. Organizing and executing on operational processes, required to manage client portfolios, including follow up. Monitor key portfolio investment and risk metrics. Coordinate creation of presentation materials for existing and prospective clients. The key responsibilities of the role: 1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. 2. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. 3. Develops and maintains working knowledge of governing documents and account agreements. 4. 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. 5. 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. 6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. 7. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures. 8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools. 9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client 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. 10. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role). 11.Coordinate and support investment teams' monthly REV and new account Processes. 12. Act as expert on investment tools and systems (eg., CRA, WealthBench, GPS, WM Alternatives, IWS, FactSet and Fee Proposal Tool). 13. Demonstrate engagement and enthusiasm for investment discipline. 14. Increase depth and expertise in the investment function. 15. Work on special projects as assigned.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ntrs? Share your experience