Account Manager, WM Advisory

Account Manager

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 facilitate discussions and reach decisions.

Required Qualifications

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.

1–3+ years experience in financial servicing or related experience/credentials.

In Office
Location: 14624 N. Scottsdale Rd., Suite 250, Scottsdale, AZ 85254. This is an office‑based position and duties must be carried out onsite.

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 MyHRHelp@ntrs.com.

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