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Northern Trust

Global wealth management and asset servicing

Account Manager, Institutional Trust - Asset Owner Segment, Americas

Account ManagementConfirmed live in the last 24 hours
Full-timeChicago, IL, USA$61.5k - $98.3k

About the Job

Requirements

  • Knowledge of trust and custody operations, typically acquired through training and related experience.
  • General business and basic securities industry knowledge, typically acquired through training or prior experience.
  • Attention to detail to manage the risk involved in the role.
  • Analytical skills to identify and resolve client issues.
  • Ability to multitask and prioritize deadlines.
  • One to three years of experience in financial services or accounting fields with a client servicing background.
  • Applicants must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Responsibilities

  • Serve as a key member of the Client Service Team supporting large institutional asset owner clients, including corporations, insurance companies, public funds, foundations, endowments, and not-for-profit healthcare organizations.
  • Act as the day-to-day contact for execution of client-directed cash, foreign exchange, and trade activity.
  • Handle client and internal partner inquiries related to client-directed activity and provide timely responses, including confirming transaction activity.
  • Review client cash balances and help resolve exceptions resulting from processing client-directed activity.
  • Coordinate execution of client activity with the broader client service team, communicating with clients and vendors as appropriate.
  • Serve as a subject matter expert on Northern Trust's online transaction initiation platform, answering questions and training clients through virtual or face-to-face demonstrations.
  • Document client-specific procedures and communicate with clients as appropriate to manage daily activity.
  • Develop a clear understanding of assigned clients and build rapport with key client contacts.
  • Review day-to-day service delivery and identify opportunities for process improvement.
  • Attend and actively participate in internal client service team meetings and client meetings as needed.
  • Manage risks associated with client-directed activity to protect the client and Northern Trust.

About the Company

Northern Trust

Global wealth management and asset servicing

Preparing company summary.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1889

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