Sr Account Specialist, WM Advisory

Role Overview

Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
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 to facilitate service changes or transactions.
Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
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.
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, systems information is up‑to‑date, accurate fee set‑up and review, and documents services provided and communications with client as appropriate in managing daily activity.
Develops and maintains a working knowledge of various business applications critical to relationship management including client online tools.
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.
Serves as a key subject‑matter expert and mentor to other more junior‑level employees.
May manage daily operational activities and supervise day‑to‑day work of junior‑level employees (but not a formal management role).
Provides broader knowledge of other areas and is more technically sound in area of expertise.
Delivers a work product that requires less revision.
Facilitates discussions and reaches decisions.
Qualifications

Excellent oral and written communication skills.
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.
Highly flexible and adaptable to change.
Technical skills/systems knowledge (e.g., Peoplesoft).
A college or university degree and/or relevant proven work experience is preferred.
5–7 years of experience in financial servicing or related experience/credentials preferred.
EEO Statement

Northern Trust is an Equal Opportunity Employer. Northern Trust does not discriminate on the basis of race, color, religion, sex, national origin, ethnicity, age, disability, or any other characteristic protected by federal, provincial, or local law, and all employment decisions are made in a non‑discriminatory manner. The company is committed to providing reasonable accommodations to individuals with disabilities.

#J-18808-Ljbffr