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Responsible for assisting a senior wealth advisor in the handling of investment management activities for a group of ultra high net worth clients. Manages simple to moderately complex investment tasks, responds to client inquiries, produces reports and oversees transaction processing. Assists relationship managers in the development of additional business, making client presentations, and coordinating the service team. 

1. Coordinates the account administration for investment management clients. 
2. Receives service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date. 
3. Oversees development of appropriate action plans for client activities and ensures execution and follow-up.
4. Coordinates with servicing team on execution of client activity, communicating with client and vendors as appropriate. 
5. Ensures accurate set up and review of fees. 
6. Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. 
7. Develops clear understanding of clients'' need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions. 
8. Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team. 
9. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures. 
10. Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services. 
11. Communicates with clients regularly to inform them of account set-up or status, document requests, or other information. 
12. Researches client records, contracts, agreements, etc. to respond to inquiries. Informs client of steps taken to resolve problems.
3-5 years’ experience in financial servicing/accounting fields, with client servicing background. Knowledge of trust operations and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts. General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions. Analytical, problem solving, and organizational skills required to identify and resolve account issues.

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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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
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    • 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.

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