Account Manager - Asset Management

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.

Role

The Account Manager will play an instrumental role in supporting the client relationships for the region. Work alongside a Relationship Manager in the servicing of institutional clients. They will interact directly with clients to understand their servicing needs, respond to client requests and inquiries, and provide in-depth information about our products and services.

Primary responsibilities:

Ensures overall client satisfaction by facilitating efforts of client service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners. This includes working closely with the Relationship Managers and acting as escalation point when needed

Develops good understanding of client's business, objectives, goals and market challenges, and ensure information flow and support from the team is consistent

Cultivate strong internal working relationships and advocating on behalf of the client internally.

Coordinates with all appropriate teams on account set up, cash flows, fee reviews, and client data maintenance including the completion of audit and compliance requests

Executes daily client activity, oversees transaction processing, and assists clients and internal partners with service requests

Work with Relationship Managers to develop a clear understanding of client requirements and identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures, updating procedure documents where appropriate

Involvement in projects or tasks to enhance the client experience, and other projects that may affect Investment Management clients or the GICG team

Coordinates client visits, due diligence questionnaires, request for information, and other deliverables for clients

Assist with preparation for client meetings including presentation decks & briefing memos

Create reporting for client reviews and management

Have a good understanding of our capabilities, fund structures, sustainability, performance and compliance systems

Skills/ Qualifications:

The successful candidate will benefit from having:

Onboarding experience / liquidity clients

Maintaining client static data / salesforce / CRM

AML/KYC knowledge

Data vendor enquiries

Ownership of operational enquiries or issues – Trades, payments, account setup and escalation where required

Supporting the onboarding and servicing of third-party portals as well as oversight of the rebate process

Attending client meetings as part of ongoing servicing of key client relationships

Assisting with DDQ/RFP’s where required

Oversight and ownership of escalation process for overdrafts

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. #MadeForGreater

Reasonable accommodation

Northern 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.

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