Provides support for Global Family Office clients that utilize our General Ledger and Partnership Accounting products. In addition to providing ongoing support for these products the candidate will work with clients, prospects, partners, and investment managers, as appropriate, to provide beginning-to-end support for these products. Works with the sales, vendor and/or client service team to ensure that all partners understand the service needs in order to establish the proper ongoing support.
Consults with Global Family Office clients and prospects to analyze and determine product implementation needs as they relate to the segment's general ledger and partnership accounting products.
Works with client servicing teams and client to gain understanding of client needs and implements accordingly.
Serves as the implementation and ongoing liaison between the client, vendor, and the production areas to communicate servicing activities related to partnership accounting and the general ledger product.
Communicates and monitors implementation action plan to ensure that the product and product enhancements meet client expectations.
Develops solutions to problems that are satisfactory to both client and partners. Anticipates problems based on analysis of accounting data.
Advises client service teams and partners in other support areas regarding partnership accounting issues.
Visits clients to develop understanding of the business, objectives and goals to implement and provide ongoing support for client service requirements.
Documents client call and prepares status reports for management.
Coordinates and participates in training presentations with clients, in the bank and at client site.
Ensures that all necessary client documentation is completed according to audit guidelines.
Provides procedures and documentation for product offering.
Keeps abreast of new and existing bank products and services in order to meet the needs and experience of new and existing clients.
The successful candidate will have:
At least 3 years' experience in accounting and / or client servicing. Knowledge of Global Family Office products and services, usually acquired through related work experience, is required to manage client requirements and expectations of trust products and services.
Knowledge of trust processing and systems capabilities, usually acquired through experience or formal training, is required to coordinate product implementation and enhancement.
Ability to utilize PC applications to provide alternative solutions.
Organizational, analytical, accounting and project management skills are necessary to provide ongoing product support for two growing product lines within Global Family Office.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,100 employees globally. We serve the world's most-sophisticated clients from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of June 30, 2018, Northern Trust Corporation had:
$135 billion in banking assets
$8.1 trillion in assets under custody
$10.7 trillion in assets under custody/administration
$1.1 trillion in assets under management