Northern Trust
Account Manager, Foundation & Institutional Advisors
Northern Trust, Chicago, Illinois, United States, 60290
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
The Account Manager will be responsible for coordinating the account administration for institutional trust and custody clients. Maintains the account including record keeping, responds to client inquiries, produces reports and oversees transaction processing.
Foundation and Institutional Advisors (FIA) is a dedicated national practice within Northern Trust exclusively serving nonprofits, endowments, and ERISA clients with a minimum of $10 million in investable assets. The Account Manager works closely and supports the Client Advisor team, who is responsible for managing client relationships and delivering high quality service.
FIA is seeking a driven, proactive, and intellectually curious partner to complement our business and bring value to our clients.
Core Responsibilities Include:
• Coordinates the account administration for nonprofit, institutional trust, and custody clients.• Receives service requests from Client Advisors; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date.• Monitors account operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.• Communicates status updates and resolution of requests and inquiries to clients, partners, and vendors as appropriate and in a timely manner.• Performs virtual or face to face demos on online reporting platforms for new and existing clients.• Documents services provided, specialized procedures, and ongoing written communications with client as appropriate.• Develops clear understanding of client needs and obtains appropriate information from partners and client to facilitate service changes or transactions.• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.• Assists Client Advisors with specific projects as needed.
The successful candidate will benefit from having:
• 3-5 years' experience in asset servicing, trust, client servicing, or related fields.• Knowledge of trust, investment operations, and accounting systems.• Highly flexible and adaptable to a fast-paced and changing client-facing work environment.• Ability to think strategically, operate independently, and multitask multiple assignments.• Excellent interpersonal, verbal, and written communication skills.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
The Account Manager will be responsible for coordinating the account administration for institutional trust and custody clients. Maintains the account including record keeping, responds to client inquiries, produces reports and oversees transaction processing.
Foundation and Institutional Advisors (FIA) is a dedicated national practice within Northern Trust exclusively serving nonprofits, endowments, and ERISA clients with a minimum of $10 million in investable assets. The Account Manager works closely and supports the Client Advisor team, who is responsible for managing client relationships and delivering high quality service.
FIA is seeking a driven, proactive, and intellectually curious partner to complement our business and bring value to our clients.
Core Responsibilities Include:
• Coordinates the account administration for nonprofit, institutional trust, and custody clients.• Receives service requests from Client Advisors; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date.• Monitors account operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.• Communicates status updates and resolution of requests and inquiries to clients, partners, and vendors as appropriate and in a timely manner.• Performs virtual or face to face demos on online reporting platforms for new and existing clients.• Documents services provided, specialized procedures, and ongoing written communications with client as appropriate.• Develops clear understanding of client needs and obtains appropriate information from partners and client to facilitate service changes or transactions.• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.• Assists Client Advisors with specific projects as needed.
The successful candidate will benefit from having:
• 3-5 years' experience in asset servicing, trust, client servicing, or related fields.• Knowledge of trust, investment operations, and accounting systems.• Highly flexible and adaptable to a fast-paced and changing client-facing work environment.• Ability to think strategically, operate independently, and multitask multiple assignments.• Excellent interpersonal, verbal, and written communication skills.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.