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For Companies At a Glance
- Tasks: Build trusted client relationships and coordinate services for family offices.
- Company: Join Northern Trust, a Fortune 500 financial institution with over 130 years of experience.
- Benefits: Flexible work culture, career growth opportunities, and commitment to community service.
- Why this job: Make a real impact in a collaborative environment while working with sophisticated clients.
- Qualifications: Five years in financial services and strong communication skills required.
- Other info: Opportunities for mentorship and professional development in a supportive team.
The predicted salary is between 60000 - 80000 £ per year.
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 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.
Skills and Knowledge
Proven experience supporting institutional fund structures utilizing 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.
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.
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 MyHRHelp@ntrs.com. 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.
Senior Account Manager, Global Family Office (2 roles) employer: Northern Trust
Contact Detail:
Northern Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Manager, Global Family Office (2 roles)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Northern Trust. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching Northern Trust's values and recent news. Show us you’re not just another candidate; demonstrate how your experience aligns with our commitment to service and integrity.
✨Tip Number 3
Practice your communication skills! As a Senior Account Manager, you'll need to explain complex concepts clearly. Try role-playing with a friend or using mock interviews to sharpen your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our team at Northern Trust.
We think you need these skills to ace Senior Account Manager, Global Family Office (2 roles)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial services, especially in roles similar to the Senior Account Manager position. We want to see how your skills align with our needs!
Showcase Your Communication Skills: Since strong written communication is key for this role, use clear and concise language in your application. We love seeing candidates who can explain complex concepts simply, so don’t hold back on demonstrating that!
Highlight Your Problem-Solving Abilities: In your application, share examples of how you've proactively solved issues in past roles. We’re looking for resilient candidates who take ownership and drive solutions, so let us know how you’ve done this before!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Northern Trust
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Northern Trust's services and how they relate to family offices. Brush up on your knowledge of custody products and asset classes, as well as any recent developments in the financial sector that could impact the role.
✨Showcase Your Communication Skills
As a Senior Account Manager, you'll need to communicate complex concepts clearly. Prepare examples from your past experience where you've successfully explained intricate financial topics to clients or stakeholders. This will demonstrate your ability to tailor your messaging effectively.
✨Be Ready to Problem-Solve
Think of specific instances where you've anticipated issues and driven solutions to completion. Be prepared to discuss how you managed stakeholder communication during these situations. This will highlight your proactive problem-solving skills, which are crucial for this role.
✨Prepare for Client Engagement Scenarios
Anticipate questions about how you would build and maintain trusted relationships with clients. Consider how you would approach client meetings and annual reviews, and be ready to discuss how you would collate service metrics and operational updates to present to clients.