Job title: Senior Account Manager, GFO
Company: Northern Trust
Job description: 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.The Global Family & Private Investment Offices team (“GFO”) is a sales and client servicing group, within the Wealth Management division, specifically dedicated to supporting the wealthiest families in the world, typically those with a single family office or private investment company. Given their wealth, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion.
With the diversity of their investments, they often take a broad range of products and services from Northern Trust including asset servicing (custody), technology and reporting, fund administration, investment management and banking/credit.The GFO APAC business is seeking an enthusiastic, self-motivated and ambitious individual to serve as a Senior Account Manager and Team Leader for the APAC Account Management team.The Senior Account Manager and Team Leader will serve a small number of complex family office relationship while also serving as a team leader and escalation contact for the GFO Account Managers in Melbourne and Singapore. They will liaise directly with internal partners to resolve issues and will be required to build an effective network throughout the organization. This individual will also work closely with Sales and Relationship Management to assist and drive growth in new and additional business opportunities.Major Duties :
- Owns coordination and day-to-day contact for specific family office relationships
- Anticipates and identifies client needs and handles client inquiry resolution.
- Able to serve as key subject matter expert for Custody, and Accounting products and be an escalation point and mentor other Account Managers in the region
- Lead initiatives within GFO APAC to improve processes, implement cross-regional operating models and reduce risk.
- Independently coordinates the daily execution of client requests, communicating progress status with clients, vendors and the internal service team, regularly.
- Carries out complex activities with significant financial, client, and/or internal business impact.
- Direct set up of various types of client accounts and services. Keeps abreast of all new products and services to respond to client inquiries.
- Assists with onboarding of new clients
- Conducts performance management and career development processes, and staffing
- Acts as a subject area expert and directs activities of staff.
- Develops and maintains specific subject expertise and advises businesses management, and relevant third parties.
- Is well versed in the compliance requirements for new accounts/relationships.
- Monitors compliance reports for adherence to policy and procedures.
- Interacts with partners in various operating areas to ensure accurate processing, to resolve issues and to research client inquiries.
- Able to anticipate and identify clients’ needs related to service requests and integrate knowledge of organization to meet/exceed these needs.
- Provides hands-on training to staff
- Serve as a point of escalation
- Research, analyze and resolve complex client inquiries.
Skills
- Excellent organisational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment.
- Critical thinking, analytical and problem solving skills are needed to identify and resolve client inquiries.
- Possess an ability to jump into the data, understand it, and use it to clarify queries
- Excellent relationship management skills
- Be able to operate with independence with a desire to hunt out solutions to problems, and be able to discuss this with the client
- Core investment management/Custody knowledge with experience in Investment Operations preferred
- Excellent verbal and written communication skills to interact effectively with global partners and complex clients.
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. #MadeForGreaterReasonable accommodationNorthern 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 .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.
Expected salary:
Location: Melbourne, VIC
Job date: Thu, 19 Dec 2024 04:49:55 GMT
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