drjobs Account Manager, GFO

Account Manager, GFO

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1 Vacancy
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Job Location drjobs

Chicago, IL - USA

Monthly Salary drjobs

$ 67500 - 111500

Vacancy

1 Vacancy

Job Description

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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

We have a balanced hybrid working model to ensure you get the flexibility you needand the successful candidate will spend their time between working in the office and working from home.

The Global Family & Private Investment Offices team (GFO) is a sales and client servicing group within the Wealth Management division specifically dedicated to supporting ultra-high net worth individuals and families (>$200m of investable assets) their charities and foundations. Given their wealth these families act like institutions but require a personal and high touch approach as well as the highest level of discretion. Our families wealth is mixed in nature with some being multi-generational inherited wealth and some being new entrepreneurial wealth. With the diversity of their investments they often take a broad range of products and services from Northern Trust including asset servicing (custody) fiduciary fund administration investment management and banking/credit.

The Account Manager acts as the day-to-day client contact for our family members family offices and their nominated representatives. They will liaise directly with internal partners to resolve issues and hence will be required to build an effective network throughout the bank to find solutions to issues raised. Working closely with the Relationship Manager they will also help assist in driving growth opportunities and additional business.

The GFO team is seeking an enthusiastic self-motivated and ambitious individual looking to grow in experience and knowledge alongside the group as we expand our client base in the region.

The key responsibilities of the role include:

  • Building trusted client relationships through engagement effective communication and consistent delivery.

  • Responding to client instructions and queries immediately and effectively.

  • Independently resolve issues and problems by using your internal network and product knowledge to explain and implement solutions in a timely manner.

  • Executes daily client activity oversees transaction processing handles inquiry resolution obtains appropriate documentation and ensures systems information is up to date.

  • Informing clients of any substantive changes to processes and procedures adopted by Northern Trust.

  • Assisting the client to navigate Northern Trust being a central point of contact for operational matters.

  • Facilitate clients ability to use online NT applications

  • Ensures accurate set up and review of fees. Timely and accurate client invoicing and fees collection.

  • Proactively work with clients to minimize risk and anticipate needs.

  • Escalate client concerns in a timely and accurate manner.

  • Follow up with internal parties on any queries/issues which arise from meetings within 24 hours.

  • Maintain all documentation/files as appropriate to each client relationship.

  • Coordinate all requests from clients with regard to account opening/closing global markets and authorized signatories.

  • Open/ Close accounts.

  • Raise requests to remove/ add users for on-line client system and maintain a list of users.

The successful candidate will benefit from having:

  • A strong background with a good understanding of the global custody industry

  • Direct experience in interacting with demanding clients or prospects and meeting their needs

  • Excellent organizational skills and comfort in prioritizing competing demands

  • An ability to own and resolve problems independently

  • Ability to perform under pressure and to be flexible with working when required

  • Excellent written and verbal communication skills

  • Independent problem resolution

  • Time and project management

  • Adaptability to work on a wide variety of (occasionally unique) issues

Salary Range:

$67500 - 111500 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater

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 .


We hope youre 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.


Required Experience:

Manager

Employment Type

Full-Time

About Company

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