At a Glance
- Tasks: Build and maintain trusted client relationships while coordinating services across teams.
- Company: Join Northern Trust, a global leader in wealth management with over 135 years of experience.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Other info: Opportunities for career growth and occasional international travel.
- Why this job: Make a real impact by guiding sophisticated clients through innovative financial solutions.
- Qualifications: Five years in financial services with strong communication and problem-solving skills.
The predicted salary is between 60000 - 80000 £ per year.
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.
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.
Skills and Knowledge
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.
Education
- University degree or equivalent professional qualification, or evidence of ongoing professional development demonstrating commitment to continuous learning.
Core Competencies
- 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, elevate 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.
Travel
Occasional travel may be required, including international travel for client meetings.
Work Authorization
Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment. Northern Trust is unable to provide visa sponsorship for this role.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
Senior Account Manager, Global Family Office (2 roles) employer: 079 NT Management Services Limited
Northern Trust is an exceptional employer, offering a dynamic work environment that prioritises service, expertise, and integrity. With over 135 years of experience in wealth management and a commitment to employee development, we provide our partners with ample growth opportunities and a supportive culture that values collaboration and innovation. Located in the UK, our team enjoys a diverse and inclusive workplace, along with access to cutting-edge technology and resources to excel in their roles.
Contact Details:
079 NT Management Services Limited Recruitment Team
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