Sr Account Manager, WM Advisory

Northern Trust • Seattle, WA

1d • Onsite

About The Position

Under general supervision, the Account Manager independently supports and services client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. This role partners closely with Trust Advisors and Client Support Services to ensure a high standard of client service, efficient account administration, and timely execution of servicing activities. As a Senior Account Manager on the Wealth Management Advisory team, you will play a key role in supporting complex client relationships through proactive coordination of account administration and client servicing activities. You will serve as a primary point of support for client inquiries, oversee servicing events, and collaborate with internal partners to ensure accurate execution and follow-up.

Requirements

• In-depth functional or industry knowledge of personal trust, estate, guardianship, and advisory services, typically gained through relevant experience
• Knowledge of internal bank trust functions
• Strong analytical, problem-solving, and organizational skills
• Excellent written and verbal communication skills
• Ability to work independently with minimal supervision
• High degree of flexibility and adaptability in a changing environment
• Solid technical and systems aptitude

Nice To Haves

• College or university degree, or equivalent relevant experience
• Previous years of experience in financial services, fiduciary administration, Trust/Estate planning, law office support or a related field

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships.
• Serve as a central point of contact for client servicing requests, ensuring timely resolution and clear communication.
• Develop and maintain a working knowledge of governing documents, account agreements, and internal policies.
• Partner with Trust Advisors and internal service teams to facilitate account openings, closings, cash movements, and fee setups.
• Oversee action plans for client servicing events, ensuring execution, follow-up, and documentation.
• Communicate regularly with clients regarding account status, documentation requirements, and ongoing servicing needs.
• Engage the Client Support Services Team to support transaction processing and other servicing deliverables.
• Identify opportunities to improve service efficiency, workflows, and overall service delivery.
• Maintain proficiency in business applications and client-facing tools used in relationship management.
• Support Trust Advisors with account acceptance, discretionary request analysis, compliance requirements, and annual account reviews.
• Assist with business development efforts and preparation of client presentations.
• Act as a subject matter expert and mentor to more junior team members.
• Facilitate discussions, collaborate across partners, and support decision-making when needed.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree