Account Manager, Investment Management
Responsible for coordinating the account administration for investment management clients. Maintains the account including record keeping, responds to client inquiries, produces reports and oversees transaction processing. Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.
The key responsibilities of the role include:
Coordinates the account administration for investment management clients.
Receives service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date.
Oversees development of appropriate action plans for client activities and ensures execution and follow-up.
Coordinates with servicing team on execution of client activity, communicating ith client and vendors as appropriate.
Ensures accurate set up and review of fees.
Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
Develops clear understanding of clients' need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.
Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.
Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.
Communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
Researches client records, contracts, agreements, etc. to respond to inquiries. Informs client of steps taken to resolve problems.
The successful candidate will benefit from having:
2
years of experience in financial servicing/accounting fields, with client servicing background.
Knowledge of trust operations and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts.
General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.
Analytical, problem solving, and organizational skills required to identify and resolve account issues.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world's most-sophisticated clients from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of June 30, 2017, Northern Trust Corporation had:
$126 billion in banking assets
$7.4 trillion in assets under custody
$9.3 trillion in assets under custody/administration
$1.0 trillion in assets under management
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
The key responsibilities of the role include:
Coordinates the account administration for investment management clients.
Receives service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date.
Oversees development of appropriate action plans for client activities and ensures execution and follow-up.
Coordinates with servicing team on execution of client activity, communicating ith client and vendors as appropriate.
Ensures accurate set up and review of fees.
Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
Develops clear understanding of clients' need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.
Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.
Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.
Communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
Researches client records, contracts, agreements, etc. to respond to inquiries. Informs client of steps taken to resolve problems.
The successful candidate will benefit from having:
2
years of experience in financial servicing/accounting fields, with client servicing background.
Knowledge of trust operations and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts.
General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.
Analytical, problem solving, and organizational skills required to identify and resolve account issues.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world's most-sophisticated clients from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of June 30, 2017, Northern Trust Corporation had:
$126 billion in banking assets
$7.4 trillion in assets under custody
$9.3 trillion in assets under custody/administration
$1.0 trillion in assets under management
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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