Chicago, IL
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.
We have a balanced hybrid working model to ensure you get the flexibility you needand the successful candidate will spend their time between working in the office and working from home.
Under direct supervision, the Associate Account Manager will be responsible for supporting the service team client relationships by coordinating administration of fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
The Asociate Account Manager (Partner) establishes and maintains the account, responds to client inquiries, participates in creating action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This Partner assists Wealth Management Trust Advisors with client requests, meetings, business development and creating client presentations.
Major Duties
1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
2. Acquires professional and client knowledge by developing the ability to review and interpret governing documents and account agreements.
3. Receives service requests from clients and partners, obtains appropriate information from partners and client to facilitate service changes or transactions.
4. Coordinates resolution of client issues and informs client of steps taken to resolve requests or problems.
5. Assists in the development of appropriate action plans for client servicing events and participates in execution and follow-up communicates with clients regularly.
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 with account acceptance process, coordination of discretionary request documentation, compliance management and annual account review process ensures appropriate account 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. Thinks critically to help identify efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
9. Acquires and develops proficiency in various business applications critical to relationship management including client on-line tools.
10. Supports Trust Advisors with business development and client presentations.
11. Responsible for identifying and resolving problems within established guidelines.
12. Expected to use some initiative but refer more complex problems to supervisors/experts.
13. Works effectively as a team member but also independently.
14. Working towards becoming proficient in all areas of the job.
The successful candidate will benefit from having
Excellent oral and written communication skills are required.
In-depth Functional / Industry knowledge of personal trust and Advisory products and services, usually acquired through related work experience, is preferred.
Demonstrated analytical, problem solving, and organizational skills are required.
Highly flexible and adaptable to change.
Technical skills / systems knowledge (e.g. Workday, MS Office) is required.
A College or University degree is preferred.
is preferred.
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. #MadeForGreater
Reasonable 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.