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Account Manager - Supporting Client Advisor, Wealth Management Advisory

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Personal Trust
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73564 Requisition #
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Account Manager – Supporting Client Advisor, Wealth Management Advisory 

Summary 
This position is responsible for supporting and serving client relationships on a Wealth Advisory team in administering complex investment management and custody accounts for individuals and families that have $10 million or more in investable assets. Regular duties include supporting a Senior Client Advisor within a multi-disciplinary team with client requests, business development, and overseeing a broad range of fiduciary, administrative, operational, and transaction activities as described below. 

Major Duties 
1. Coordinates the daily account administration for custody and agency clients. Monitors situations to ensure prompt action. 

2. Interacts with CSST and other partner areas to oversee and coordinate daily client activity, transaction processing, handling inquiry resolution, and obtaining appropriate documentation. Communicates information on all aspects of a client relationship to other partner areas.  

3. Maintains ongoing communication with clients and explores and identifies opportunities to provide improvements in processes or additional services. Active participation in client meetings. 

4. Responsible for account setup, overseeing of account distribution, and client account reviews. Oversees preparation of client meeting presentation packages.  

5. Maintains an understanding of relevant tax laws and legal requirements applicable to the administration in order to assist in resolving client issues as they relate to the client situation. 

6. Maintains an understanding of the investment process and the bank’s basic investment style and procedures. Relates these to each account situation and coordinates with portfolio managers as necessary.  

7. Oversees assigned accounts with an understanding of both fiduciary concepts and individual client circumstances. 

8. Assists relationship manager in the expansion of relationship base according to new business goals through additions to existing accounts, upgrades of current relationships, identification of cross-marketing opportunities, and participation in business development.  

9. Develops and maintains a working knowledge of various business applications critical to trust administration.
The Successful Candidate Will Benefit From Having 
• Excellent oral and written communication skills are required 

• In-depth Functional / Industry Knowledge of 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 

• A College or University degree and / or relevant proven work experience is preferred 

• Minimum of 3 years of experience in financial servicing or related experience / credentials preferred. 


For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.  

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater. 

As of September 30, 2018, Northern Trust Corporation had:  
$10.8 trillion in assets under custody / administration 
$8.2 trillion in assets under custody 
$1.2 trillion in assets under management 
$132 billion in banking assets

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement