Senior Account Specialist

Northern Trust • Dallas, TX

2d

About The Position

Manage accounts in accordance with fundamental fiduciary duties and responsibilities, considering legal requirements, terms of the documents, NT policies & procedures, assessment of fiduciary and business risk, client needs and Trust & Advisory resources. Act as lead partner to respond to daily client requests for information, including status of money movement, account changes and other requested information. Research client issues where required. Take the lead on requests to NCSS and other support areas, including account set-ups, fees, distributions, and ongoing account activity. Monitor account transactions and overdrafts in accordance with fiduciary policy guidelines and resolve outstanding issues. Identify and promote internal process improvements. Respond to all Account Review Exceptions reports on a timely basis. Address all compliance issues promptly. Practice comprehensive file management, as prescribed by US Administrative Practices and Guidelines, ensuring all documentation relative to administration is appropriately imaged and archived and that all relevant system records are maintained.

Requirements

• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
• Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Responsibilities

• Manage accounts in accordance with fundamental fiduciary duties and responsibilities, considering legal requirements, terms of the documents, NT policies & procedures, assessment of fiduciary and business risk, client needs and Trust & Advisory resources.
• Act as lead partner to respond to daily client requests for information, including status of money movement, account changes and other requested information.
• Research client issues where required.
• Take the lead on requests to NCSS and other support areas, including account set-ups, fees, distributions, and ongoing account activity.
• Monitor account transactions and overdrafts in accordance with fiduciary policy guidelines and resolve outstanding issues.
• Identify and promote internal process improvements.
• Respond to all Account Review Exceptions reports on a timely basis.
• Address all compliance issues promptly.
• Practice comprehensive file management, as prescribed by US Administrative Practices and Guidelines, ensuring all documentation relative to administration is appropriately imaged and archived and that all relevant system records are maintained.

Benefits

• flexible and collaborative work culture
• strong history of financial strength and stability
• Movement within the organization is encouraged
• senior leaders are accessible
• company committed to an inclusive workplace
• assisting the communities we serve
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Employees around the world give their time and talent to work for the greater good of their communities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed