Acct Mgr, Inv Mgt
3.
8 11 hours ago Full Job Description Account Manager, Investment Management Responsible for all administrative aspects of a portfolio.
This includes file set up on client accounts, ordering reports, prepares all material for client review meetings.
Works under the direction of the Investment Advisor to complete all client requests.
Responsible for supporting risk and compliance requirements for the team, including:
Working diligently to mitigate losses due to error and being mindful of possible contingencies.
Coordinating and/or supporting investment or client service teams' monthly REV.
The key responsibilities of the role include:
Ensures that portfolio materials are prepared for account review meetings with clients.
Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems.
Sets-up files with account documentation for existing or new clients (i.
e.
, involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.
).
Orders reports for portfolio managers or clients as requested.
Communicates with clients and portfolio managers on client requests.
Ensures that portfolio managers follow-up with client requests.
Interacts with partners, primarily administratively, on a daily basis to receive and communicate.
information on all aspects of a client relationship or portfolio.
Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures.
Impacts the quality, timeliness and effectiveness of the team; uses discretion to modify work practices and processes to achieve results or improve efficiency.
Qualifications 4-year college degree Previous experience of investment or personal trust client servicing experience Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings Analytical and organizational skills are needed to meet meeting deadlines and solve client or administrative problems Personal computer and system application skills are needed to prepare presentation materials and to create custom spreadsheets/models Salary range:
$67,500 to $75,000.
Salary range is an estimate of base pay.
Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to 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.
With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today.
#MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.
com.
We hope you're excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
8 11 hours ago Full Job Description Account Manager, Investment Management Responsible for all administrative aspects of a portfolio.
This includes file set up on client accounts, ordering reports, prepares all material for client review meetings.
Works under the direction of the Investment Advisor to complete all client requests.
Responsible for supporting risk and compliance requirements for the team, including:
Working diligently to mitigate losses due to error and being mindful of possible contingencies.
Coordinating and/or supporting investment or client service teams' monthly REV.
The key responsibilities of the role include:
Ensures that portfolio materials are prepared for account review meetings with clients.
Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems.
Sets-up files with account documentation for existing or new clients (i.
e.
, involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.
).
Orders reports for portfolio managers or clients as requested.
Communicates with clients and portfolio managers on client requests.
Ensures that portfolio managers follow-up with client requests.
Interacts with partners, primarily administratively, on a daily basis to receive and communicate.
information on all aspects of a client relationship or portfolio.
Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures.
Impacts the quality, timeliness and effectiveness of the team; uses discretion to modify work practices and processes to achieve results or improve efficiency.
Qualifications 4-year college degree Previous experience of investment or personal trust client servicing experience Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings Analytical and organizational skills are needed to meet meeting deadlines and solve client or administrative problems Personal computer and system application skills are needed to prepare presentation materials and to create custom spreadsheets/models Salary range:
$67,500 to $75,000.
Salary range is an estimate of base pay.
Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to 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.
With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today.
#MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.
com.
We hope you're excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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