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Account Manager, Global Family Office

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Personal Trust
📅
73927 Requisition #
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Responsible for coordinating banking/custody/fiduciary/investment administration for Wealth Management clients.


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.


Banking Support:


•Works with bankers, relationship managers and account managers to support daily client banking needs; supporting all banking products and services. Acts as banking contact for service team.


•Processes daily transactions as required by the client including, but not limited to, communication of complex loan pricing, loan borrowings, loan
payments, requests for funds under established lines of credit.


•Assists with creating and implementing complex baking structures, including treasury management services.


•Directs set up of various types of client accounts and services. Keeps abreast of all new products/services to respond to client inquiries and assist in selling services.


•Interacts with partners in various operating areas to ensure accurate processing, to resolve issues and to research client
inquiries.


Custody Support:


•Coordinates the account administration which may include a focus on asset servicing,trust administration, banking, investment manager or consultant activities.


•Coordinates the daily execution of client requests, communicating progress status with clients, vendors and the internal service team, regularly.


•Works with relationship managers to ensure appropriate and necessary documentation is received and maintained.


•Maintains internal documented procedures for assigned client relationships, including special procedures.


•Works with relationship managers in developing/identifying additional business, preparing for client meetings and coordinating the service team.


•Ensures accurate set up and review of fees.


1.Expected to use some initiative but refer more complex problems to managers/experts


2.May have direct interaction with committees, clients and/or Senior Management


3.Carries out complex activities with significant financial, client, and/or internal business impact


4.More technically sound in area of expertise and has broader knowledge of other areas.


5.Delivers a work product that requires less revision.


6.Able to facilitate discussions and reach decisions


7.Works effectively as a team member but also independently


8.Works toward becoming proficient in all areas of the job

 

9.Completes administrative functions/special projects as needed or requested

Qualifications

 

A College or University degree and/or 2-5 relevant experience in trust/banking operations experience is preferred.


Client servicing experience and proven work record.


Knowledge of trust/banking products and services usually acquired through related work experience is required to service client and administrative needs.


Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment.

 

Excellent verbal and written communication skills are required.


Critical thinking, analytical and problem solving skills are needed to identify and resolve client inquiries.


For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.


We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.


As of September 30, 2018, Northern Trust Corporation had:

 

$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$132 billion in banking assets

 

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Reasonable Accommodation
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), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
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    • APAC 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
    • 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
    • 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
    • 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 poster (U.S.)EEO is Law Poster Supplement