Account Manager, Wealth Management Advisory
Northern Trust•Sarasota, FL
363d
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About The Position
The Account Manager, Wealth Management Advisory is responsible for supporting and servicing team client relationships by coordinating the administration of complex fiduciary, investment management, and/or custody accounts. This role involves establishing and maintaining accounts, responding to client inquiries, producing action plans and reports, and overseeing transaction processing in coordination with the Client Support Services Team. The Account Manager supports Wealth Management Relationship Advisors with client requests, meetings, and creating client presentations, working independently most of the time under general supervision.
