Account Manager, Institutional Trust - Asset Owner Segment, Americas
Core
Client-facing Account Manager supporting large institutional asset owner clients (Corporations, Insurance Companies, Public Funds, Foundations, Endowments) with cash and trade execution, inquiries, and risk management.
Role type
Senior IC Account Manager (Institutional Trust)
Builds
Operational support for client-directed cash, foreign exchange, and trade activities
Domain
Financial Services / Asset Servicing / Institutional Trust
Required skills
Trust/custody operations knowledge, Securities industry knowledge, risk management, analytical skills, client communication, process improvement
Preferred skills
Experience in financial services/accounting fields
Technologies
Northern Trust transaction initiation platform
Responsibilities
Execute client-directed cash, foreign exchange, and trade activities; Handle client inquiries and resolve exceptions; Coordinate with client service team and vendors; Provide training and demonstrations on transaction platform; Document client procedures; Manage risk associated with client activities; Build and maintain client contact reports.
Seniority
Junior to Mid-level, hands-on IC