Sr Account Manager

Description:

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.

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

Key responsibilities include:

Maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.

Establishing and maintaining the account, responding to client inquiries, producing action plans and reports, and overseeing transaction processing in coordination with the Client Support Services Team. The Sr. Account Manager assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.