Sr. Account Manager, GFO

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.

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.

• 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 substantial changes to processes and procedures adopted by Northern Trust.
• Assisti…