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About the Role
Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services, dedicated to guiding successful individuals, families, corporations, and institutions. With over 135 years of financial experience and a commitment to service, expertise, and integrity, we leverage leading technology and exceptional service to support our sophisticated clients.
Responsibilities
- Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
- Resolve client issues and inform clients of steps taken to resolve requests or problems.
- Develop and maintain working knowledge of governing documents and account agreements.
- Receive service requests from clients and partners, and communicate to service partners; obtain appropriate information from partners and clients to facilitate service changes or transactions.
- Oversee development and execution of action plans for client servicing events, ensuring follow-up and regular client communication regarding account set-up or status.
- Engage the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
- Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- Develop and maintain working knowledge of various business applications critical to relationship management, including client on-line tools.
- Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary request analysis, compliance management, and annual account review processes.
- Ensure appropriate documentation is collected and imaged, system information is up-to-date, and fees are accurately set up and reviewed.
- Document services provided, specialized procedures, and ongoing written communications with clients as appropriate in managing daily activity.
- Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
- Serve as a key subject matter expert and mentor to more junior employees.
- Manage daily operational activities and supervise day-to-day work of junior employees (without formal management role).
- Demonstrate technical soundness in area of expertise and broader knowledge of other areas.
- Facilitate discussions and reach decisions.
Requirements
- Excellent oral and written communication skills are required.
- In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products, usually acquired through related work experience, is required.
- Knowledge of internal bank trust functions is required.
- Analytical, problem-solving, and organizational skills are required.
- Highly flexible and adaptable to change.
- Technical skills/systems knowledge (e.g., Peoplesoft) is required.
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
- Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.
Skills
- Peoplesoft
Experience Level
- 5-7 years experience in financial servicing or related experience/credentials preferred.
Education Level
- A College or University degree and/or relevant proven work experience is preferred.
Salary/Compensations
- $77,625 - 128,225 USD
Benefits
- Comprehensive benefits package including retirement benefits (401k and pension).
- Health and welfare benefits (medical, dental, vision, spending accounts and disability).
- Paid time off.
- Parental and caregiver leave.
- Life & accident insurance.
- Other voluntary and well-being benefits.
- Discretionary bonus program that may include an equity component.
About the Company
- 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.
- 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.
- As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
- Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
- Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
- Employees around the world give their time and talent to work for the greater good of their communities.
Equal Opportunity
- Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.