Sr Account Manager,Wealth Management Advisory Job Miami area,Florida USA,Finance & Banking

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Account Manager (Partner) will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.

The key responsibilities include:

1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.

2. Develops and maintains working knowledge of governing documents and account agreements.

3. 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

4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.

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. 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.

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 with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.

10. Able to serve as a key subject‑matter expert and mentor to other more junior‑level employees

11. May manage daily operational activities and supervise day‑to‑day work of junior‑level employees (but not a formal management role)

12. More technically sound in area of expertise and has broader knowledge of other areas

13. Delivers a work product that requires less revision

14. Able to…

Sr Account Manager, Wealth Management Advisory