- Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
- Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
- Develops and maintains working knowledge of governing documents and account agreements.
- 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.
- 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.
- Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
- Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
- Assists Trust 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.
- Assists Trust Advisors with business development and client presentations.
- Able to serve as a key subject matter expert and mentor to other more junior level employees
- Able to facilitate discussions and reach decisions
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Account Manager, WM Advisory - Wilmington, United States - 027 Northern Trust Bk of Delaware
Description
Account Manager, WM Advisory page is loadedAccount Manager, WM Advisory
Apply
locations
Wilmington, DE
time type
Full time
posted on
Posted 18 Days Ago
job requisition id
R124296
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
As anAccount Manager
on our Wealth Management Advisory team you will be responsible for supporting/servicing team client relationships by
coordinating administration
of complex fiduciary accounts.
You will establish and maintain the account, respond to client inquiries, produce action plans and reports, and oversee transaction processing in coordination with the Client Support Services Team.
This partner assists Wealth Management Trust Advisors, client requests, meetings, business development and creating client presentations.The Account Manager:
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
Excellent oral and written communication skills
Highly flexible and adaptable to change
Ability to work independently
Technical skills / systems knowledge
A College or University degree and/or relevant proven work experience
Minimum 3 years' experience in financial servicing or related
experience/credentials
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.
#MadeForGreaterReasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Us
Looking for greater?
You found it.
A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals.
Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies.
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 Centeror call North America), Asia Pacific), India), Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements
APAC/INDIA 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.
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
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
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.
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