Account Manager, Wealth Management Advisory
Northern Trust(28 days ago)
About this role
An Account Manager in Wealth Management Advisory at Northern Trust supports servicing team client relationships and helps coordinate administration of complex fiduciary, investment management, and custody accounts. The role assists with onboarding and maintenance of accounts, responds to client inquiries, and supports Relationship Advisors with client meetings and presentations while working under general supervision.
Required Skills
- Client Service
- Account Administration
- Fiduciary Services
- Investment Management
- Client Onboarding
- Transaction Processing
- Compliance Management
- Presentation Support
- Problem Solving
- Communication Skills
Qualifications
- College or University Degree
About Northern Trust
northerntrust.comGuided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.
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