Client Account Manager

2 weeks ago

Melbourne, Victoria, Australia Northern Trust Full time

  • Northern Trust
Melbourne, Australia

Posted 6 hours ago Permanent Competitive

About Northern Trust:


Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 188- 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 Summary
Northern Trust Asset Management Australia is seeking an enthusiastic and self-motivated
-
Client

  • This is an opportunity to operate in an entrepreneurial and dynamic environment, with the support of one of the world's largest Asset Managers.
  • You will have some experience and/or a desire to work in the asset management industry. You are driven and have a genuine care for clients and colleagues. You will be someone to can work independently and also enjoys collaborating in a team environment. You will be someone who is eager to learn and grow with the business.
    What you will do
  • Support the Relationship Managers to manage existing and new institutional client relationships within the Australasia region across a broad range of investment solutions including quantitative, index, and ESG solutions within equity and fixed income
  • Develop good understanding of client's business, objectives, challenges and portfolios to ensure clients' needs are met and identify opportunities to grow client relationship
  • Collaborate with the Investment, Operations, ESG teams to problem solve and provide timely responses to client queries
  • Work with Index and Quant Portfolio Managers to ensure client investment and withdrawal instructions facilitate cash flows movements in and out of client portfolios
  • Cultivate strong internal working relationships and be a strong advocate for the clients internally
  • Lead and project manage client due diligence questionnaires and other request for information
  • Continuously look for ways to improve processes, workflows and client communications
  • Assisting in research and preparation of presentations, meeting briefs, travel agendas and other materials for client meetings
  • Maintain directory of client communications and uptodate client related information on CRM
  • Review and maintain Know Your Customer information across our client base
  • Ensure clients receive all reports and work with teams to ensure all client deliverables are met within the contractually agreed timetables
  • Assist in reviewing client and firm level assets under management (AUM) data and fee billing calculations to ensure they reflect any changes that have taken place during the month or quarter

About You

  • Bachelor's degree in finance, business, economics, or related field
  • At least 13 years of experience the finance industry with the strong desire to grow with the NTAM
  • Selfstarter with the ability to work independently and as part of a team
  • Strong logical, creative, problemsolving skills you are not afraid to challenge the status quo
  • Excellent communication and interpersonal skills
  • Highly organised and structured with the ability to effectively prioritise multiple demands
  • Strong attention to detail

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.

- "
  • In Australia, we are actively involved in many ways with both community and diversity organisations, which includes paid volunteer days. For families, we offer a very generous parental leave scheme, and all staff have access to subsidised health insurance if they choose.
    Reasonable accommodation
  • 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.
  • Additional InformationJob ID 107071

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