Northern Trust

Account Manager, WM Advisory

Northern Trust • $70K — $95K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial services or related fields preferred
  • College or university degree or relevant work experience preferred
  • Strong knowledge of personal trust, estate, guardianship, and advisory services
  • Familiarity with internal bank trust functions
  • Excellent analytical, problem-solving, and organizational skills required
  • Proficient with technical systems (e.g., Peoplesoft)
  • Exceptional oral and written communication skills

Responsibilities

  • Coordinate account administration for fiduciary and investment management accounts
  • Resolve client issues and communicate solutions effectively
  • Maintain knowledge of governing documents and account agreements
  • Manage service requests from clients and communicate with service partners
  • Develop action plans for client servicing events and ensure follow-up
  • Engage with the Client Support Services Team for service execution
  • Identify and implement process improvements for service efficiency
  • Assist various advisors with compliance and account management tasks
  • Mentor and support junior employees within the team

Benefits

  • Opportunities for professional development and mentorship
  • Exposure to complex client relationships in high-stakes environments
  • Collaboration with cross-functional teams and expert advisors
  • Chance to influence service delivery enhancements
  • Engagement in business development and client presentations
Full Job Description
Major Duties :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. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
11. Able to serve as a key subject matter expert and mentor to other more junior level employees
12. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
13. More technically sound in area of expertise and has broader knowledge of other areas
14. Able to facilitate discussions and reach decisions

Knowledge :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, is required
Knowledge of internal bank trust functions is required
Analytical, problem solving, and organizational skills are required
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Peoplesoft) is required

Experience :A College or University degree and/or relevant proven work experience is preferred. 5-7 years¿ experience in financial servicing or related experience/credentials preferred.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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