Sr Account Specialist, WM Advisory

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
• Develop and maintain working knowledge of governing documents and account agreements.
• Receive and communicate service requests from clients and partners to facilitate transactions or service changes.
• Oversee the development of action plans for client servicing events and ensure timely execution and follow-up.
• Assist Trust Advisors and Estate Settlement Administrators with account acceptance, compliance management, and annual account reviews.
• Engage with Client Support Services for account opening/closing, cash movements, and fee set-ups.
• Serve as a subject-matter expert and mentor to junior-level employees.
• Identify service efficiency enhancements and process improvements.

Requirements

• In-depth functional knowledge of personal trust, estate, guardian, and advisory services and products.
• Knowledge of internal bank trust functions.
• Proficiency in Peoplesoft and other business applications.
• Strong analytical, problem-solving, and organizational skills.
• Excellent oral and written communication skills.
• Ability to be highly flexible and adaptable to change.

Preferred Qualifications

• College or University degree.
• 5-7 years of experience in financial servicing or a related field.

About the Company

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.