Senior Account Manager, Global Family Office 2 roles - Northern Trust - #2099166
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About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role Overview
The Global Family Office (GFO) Senior Account Manager (SAM) serves as the primary day-to-day point of contact for family members, family offices, and their appointed representatives. The role carries a holistic view of all services delivered to allocated clients, which may vary in size, product mix, and complexity. The SAM partners closely with the Relationship Manager to ensure consistency, quality, and continuity of service across all products and geographies, while acting as the central coordinator internally.
Key Responsibilities
- Build and maintain trusted client relationships through proactive engagement, clear communication, and consistent service delivery. Provide clients with a cohesive view of how products integrate and clarify the roles and responsibilities of various internal teams to simplify the overall client experience.
- Act as the central client touchpoint for explaining and supporting Northern Trust products, platforms, and technology. Provide an escalation channel for client issues or queries, partnering with internal teams and management to coordinate timely resolution, education, and training where required.
- Monitor, manage, and resolve daily activity across transaction processing, asset servicing, account or system setup, reporting accuracy and delivery, and other agreed operational processes for assigned client relationships.
- Collaborate with relationship managers, sales teams, and product partners to identify service enhancements and potential business opportunities. Prepare for client meetings and annual reviews by collating service metrics, operational updates, and key discussion points. Support, mentor, and provide guidance to junior account managers as required.
- Communicate changes relating to technology, products, regulatory developments, or operating models, ensuring clients receive appropriate explanation and formal acknowledgement where necessary.
- Create, maintain, and update documented procedures for assigned client relationships, ensuring adherence to internal documentation standards and execution requirements.
Experience
- Minimum of five years' experience in comparable roles within financial services firms.
- Proven experience supporting institutional fund structures utilising Depositary and associated services, ideally within Luxembourg or comparable regulated jurisdictions.
- University degree or equivalent professional qualification, or evidence of ongoing professional development demonstrating commitment to continuous learning.
- Strong written and verbal communication skills, with the ability to tailor messaging and explain complex concepts clearly and concisely to diverse stakeholders.
- Highly self-motivated, with a strong sense of ownership and high standards for service delivery and personal development.
- Proficient in MS Office and banking platforms, with the ability to manipulate data to support accurate analysis and client communication.
- Solid understanding of custody products, asset classes, and wealth management solutions.
- Excellent organisational and time-management skills, with the ability to coordinate across multiple teams, locations, and time zones.
- Proactive problem-solver, able to anticipate issues, escalate effectively where required, and drive solutions through to completion while managing stakeholder communication.
- Resilient and accountable, taking ownership of issues and demonstrating persistence in achieving outcomes.
- Strong attention to detail, with a consistent focus on accuracy and adherence to firm policies and procedures.
- Occasional travel may be required, including international travel for client meetings.
Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
Please note that Northern Trust is unable to provide visa sponsorship for this role. This includes Skilled Worker visas, Global Business Mobility routes, Graduate visas, Youth Mobility Scheme, High Potential Individual visas, Scale-up Worker visas, Temporary Worker visas, and other employer-sponsored visa categories.
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at , or alternatively you can discuss your individual requirements with the recruiter you are working with.
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