Senior Account Manager, GFO

4 weeks ago

Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time

About Northern Trust:

Northern Trust is a globally recognized, award-winning financial institution that has been in operation since 1889.

We 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.

The Global Family & Private Investment Offices team is a sales and client servicing group, within the Wealth Management division, dedicated to supporting the wealthiest families in the world.

We serve these families, who act like institutions but require a personal and high touch approach, as well as the highest level of discretion.

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.

Key Responsibilities:

  • 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.
  • Serves as a point of escalation.
  • Researches, analyzes, and resolves complex client inquiries.

Requirements:

  • 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.
  • Possesses 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:

We are committed to working with and providing reasonable accommodations to individuals with disabilities.

We value an inclusive workplace and understand flexibility means different things to different people.

We hope you're excited about the role and the opportunity to work with us.

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