Senior Account Manager, Institutional Trust
About The Position
As a Senior Account Manager within Institutional Trust, you will 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. In this client-facing role, you will manage day-to-day client-directed cash, foreign exchange, and trade activity while serving as a trusted resource for clients and internal partners. You will resolve transaction-related inquiries, provide expertise and training on Northern Trust’s transaction initiation platform, and coordinate across internal teams and external providers to deliver a high level of client service. You will also play an important role in identifying process improvements and managing operational risk associated with client-directed activity.
Requirements
- 2–3 years of experience in financial services, trust/custody, accounting, or a related field, with client servicing experience.
- Strong knowledge of trust and custody operations, securities, and financial services.
- Strong client service, communication, and relationship management skills.
- Strong analytical and problem-solving skills with the ability to identify and resolve client issues.
- High attention to detail with the ability to manage operational and transaction-related risk.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Ability to collaborate effectively across client service, operations, and other internal partner teams.
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Responsibilities
- Serve as a primary point of contact for client-directed cash, foreign exchange, and trade activity.
- Manage and resolve client and internal inquiries related to transaction activity, including transaction confirmations, issues, and exceptions.
- Review client cash balances and coordinate the resolution of exceptions resulting from client-directed activity.
- Partner with the broader Client Service Team, internal business areas, clients, and external vendors to facilitate accurate and timely transaction execution.
- Serve as a subject matter expert on Northern Trust’s online transaction initiation platform, providing guidance, demonstrations, and training to new and existing clients.
- Develop, maintain, and enhance client-specific procedures to support effective service delivery and risk management.
- Develop a strong understanding of assigned clients and build trusted relationships with key client contacts.
- Proactively identify opportunities to improve processes, controls, and the overall client experience.
- Participate actively in internal Client Service Team meetings and client meetings as needed.
- Identify, escalate, and manage risks associated with client-directed activity to protect both clients and Northern Trust.
Benefits
- Retirement benefits, including 401(k) and pension
- Health and welfare benefits, including medical, dental, vision, spending accounts, and disability
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
