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Account Manager, WM Advisory
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Full-time
- Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
- Account Manager, Wealth Management Advisory
- Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts.
- This partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, and/or Client Advisors with client requests, meetings, business development and creating client presentations.
- Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
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