Account Manager, Institutional Custody at Northern Trust

Beijing, Beijing, China

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, BankingIndustries

Requirements

Strong interpersonal skills and ability to work well with clients
Strong communication skills, both written and verbal, in English and Mandarin
Experience in financial servicing/accounting fields, with a client servicing background

Responsibilities

Coordinates the account administration for institutional trust and custody clients
Receives service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date
Oversees development of appropriate action plans for client activities and ensures execution and follow-up
Coordinates with servicing teams across various global locations on execution of client activity, communicating with client and internal partners or service provider as appropriate
Ensures accurate set up and review of fees. Timely and accurate client invoicing
Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity
Develops clear understanding of clients' needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate effective servicing of the client
Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team
Continuously improves services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity, including identification of service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services
Communicates with clients regularly to inform them of account set-up or status, document requests, or other information
Researches client records, contracts, agreements, etc. to respond to inquiries. Informs client of steps taken to resolve problems
Assists relationship managers in AML/KYC review process