Sr. Account Manager, GFO

001 The Northern Trust Company; Chicago (IL); Sur place; USD 74 000 - 126 000; Plein temps

Avantages offerts par ce poste

401k and pension

Health benefits

Paid time off

Parental leave

Life & disability insurance

Discretionary bonus program

Résumé du poste

The Northern Trust Company is seeking an Account Manager within the Global Family & Private Investment Offices group to serve ultra-high net worth clients and their representatives in wealth management, custody, and related services.

You will work closely with the Relationship Manager, coordinating with internal partners to resolve issues, drive growth opportunities, and ensure top-tier client service across regions.

Qualifications

• Strong background with a good understanding of the global custody industry.
• Direct experience interacting with demanding clients or prospects and meeting their needs.
• Excellent organizational skills and comfort in prioritizing competing demands.
• Ability to own and resolve problems independently.
• Ability to perform under pressure and to be flexible with working when required.
• Excellent written and verbal communication skills.
• Independent problem resolution.
• Time and project management.
• Adaptability to work on a wide variety of (occasionally unique) issues.

Responsabilités

• Build trusted client relationships through engagement, effective communication and consistent delivery.
• Respond to client instructions and queries promptly and effectively.
• Independently resolve issues using internal networks and product knowledge to explain and implement solutions.
• Oversee daily client activity, transaction processing, inquiries, documentation, and fee review.
• Inform clients of substantive process or procedure changes adopted by Northern Trust.
• Assist clients in navigating Northern Trust systems, acting as primary contact for operational matters.

Connaissances

Global custody knowledge

Client interaction

Organizational skills

Problem solving

Communication skills

Independent working

Description du poste

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Owns coordination of banking/custody/fiduciary/investment administration for complex Wealth Management clients. Anticipates and identifies client needs and handles client inquiry resolution. Coordinates set-up of account services and monitors client reporting. Serves as main liaison for the client service team; working with key partner areas supporting client requirements. Identifies service efficiencies and process improvements; using creative and proactive measures. Acts under general supervision (but works independently a majority of the time). Completes review and obtains necessary approvals/guidance on transactions and/or documentation items.

The Global Family & Private Investment Offices team (“GFO”) is a sales and client servicing group, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals and families (>$200m of investable assets), their charities and foundations. Given their wealth, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion. Our families’ wealth is mixed in nature with some being multi-generational inherited wealth and some being new entrepreneurial wealth. With the diversity of their investments, they often take a broad range of products and services from Northern Trust including asset servicing (custody), fiduciary, fund administration, investment management and banking/credit.

The Account Manager acts as the day-to-day client contact for our family members, family offices and their nominated representatives. They will liaise directly with internal partners to resolve issues and hence will be required to build an effective network throughout the bank to find solutions to issues raised. Working closely with the Relationship Manager they will also help assist in driving growth opportunities and additional business. The GFO team is seeking an enthusiastic, self-motivated and ambitious individual looking to grow in experience and knowledge alongside the group as we expand our client base in the region.

The key responsibilities of the role include:

• Building trusted client relationships through engagement, effective communication and consistent delivery.
• Responding to client instructions and queries immediately and effectively.
• Independently resolve issues and problems by using your internal network and product knowledge to explain and implement solutions in a timely manner.
• Executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date.
• Informing clients of any substantive changes to processes and procedures adopted by Northern Trust.
• Assisting the client to navigate Northern Trust, being a central point of contact for operational matters.
• Facilitate client’s ability to use online NT applications.
• Ensures accurate set up and review of fees.
• Timely and accurate client invoicing and fees collection.
• Proactively work with clients to minimize risk and anticipate needs.
• Escalate client concerns in a timely and accurate manner.
• Follow up with internal parties on any queries/issues which arise from meetings within 24 hours.
• Maintain all documentation/files as appropriate to each client relationship.
• Coordinate all requests from clients with regard to account opening/closing, global markets and authorized signatories.
• Open/ Close accounts.
• Raise requests to remove/ add users for on-line client system and maintain a list of users.

The successful candidate will benefit from having:

• A strong background with a good understanding of the global custody industry
• Direct experience in interacting with demanding clients or prospects and meeting their needs
• Excellent organizational skills and comfort in prioritizing competing demands
• An ability to own and resolve problems independently
• Ability to perform under pressure and to be flexible with working when required
• Excellent written and verbal communication skills
• Independent problem resolution
• Time and project management
• Adaptability to work on a wide variety of (occasionally unique) issues

Salary Range: $74,200 - 126,200 USD Salary range is a good faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits.

Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

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).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and 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.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)

EEO Know Your Rights (U.S.)