2022-08-17 16:10:04
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 16,500 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.
Our guiding principles not only survived but thrived during the Great Depression, two world wars and the 2008 financial crisis. 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.
Account Manager（北京）
Responsible for coordinating the account administration for institutional trust and custody clients. Maintains the account including record keeping, responds to client inquiries, produces reports and oversees transaction processing. Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.
1. Coordinates the account administration for institutional trust and custody clients.
2. 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.
3. Oversees development of appropriate action plans for client activities and ensures execution and follow-up.
4. Coordinates with servicing team on execution of client activity, communicating with client and vendors as appropriate.
5. Ensures accurate set up and review of fees.
6. Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
7. Develops clear understanding of clients'' need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.
8. Assists relationship managers in developing additional business, making client presentations, and coordinating servicing team.
9. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
10. Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.
11. Communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
12. Researches client records, contracts, agreements, etc. to respond to inquiries. Informs client of steps taken to resolve problems.
3-5 years experience in financial servicing/accounting fields, with client servicing background. Knowledge of trust operations and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts. General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions. Analytical, problem solving, and organizational skills required to identify and resolve account issues.
有意跳槽的朋友抓紧投递！
点击最下方[阅读原文]查看更多职位招聘详情！
1. 大家在通过eFinancialCareers进行职位投递的时候，如果雇主是中资企业，那么中文简历是必不可少的，英文简历可作为辅助；如果雇主为外资企业，那么最好将中英文简历同时投递。温馨提示：朋友们可以将中英文简历置入同一文档，这样投递任何公司都可以毫无压力！
2. 遇到点击原文连接时加载过慢的情况，不妨可以选择换一个浏览器或者登陆桌面版网站打开。感谢朋友们的耐心等待。
第一次使用的朋友们，请在注册后到桌面版上传简历。
点击下方“阅读原文”还有更多招聘，直接在线投递！