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Account Manager - Supporting Trust Advisor, Wealth Management Advisory

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Personal Trust
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73452 Requisition #
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Account Manager – Supporting Trust Advisor, Wealth Management Advisory 

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

Major Duties 
1. Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships. 

2. Interacts with CSST and other partner areas to oversee and coordinate daily client activity, transaction processes, and obtaining appropriate documentation. 

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 operations and other support areas on providing timely and accurate administrative service. 

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 a senior Trust Advisor in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures system information is up-to-date; ensures accurate set up and review of fees; documents services provided, and ongoing written communications with client as appropriate in managing daily activity. 

10. Assists Trust Advisors with business development and client presentations.
The Successful Candidate Will Benefit From Having: 
• Excellent oral and written communication skills are required 

• 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 

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

• Minimum of 5 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