Fiduciary Sr. Account Manager, GFO

Northern Trust
Chicago
Full timeUSD 74,200 - 126,200Function: Customer Success & Account ManagementExperience: 4-8 yearsSkills: ["Communication","Organizational skills","Time management","Critical thinking","Problem-solving"]

Own coordination of banking, custody/fiduciary, and investment administration for complex ultra-high-net-worth clients in the Global Family & Private Investment Offices (GFO) team. Anticipate client needs, resolve inquiries, coordinate account service setup, and monitor client reporting. Serve as the main liaison to the client service team, partner with internal areas to ensure accurate processing, and identify service efficiencies and process improvements. Work independently most of the time under general supervision.

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FursaFursa
Northern Trust
Northern Trust
1 week ago

Fiduciary Sr. Account Manager, GFO

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Last checked: 8 hours agoStatus: Live

Job Summary

Own coordination of banking, custody/fiduciary, and investment administration for complex ultra-high-net-worth clients in the Global Family & Private Investment Offices (GFO) team. Anticipate client needs, resolve inquiries, coordinate account service setup, and monitor client reporting. Serve as the main liaison to the client service team, partner with internal areas to ensure accurate processing, and identify service efficiencies and process improvements. Work independently most of the time under general supervision.
Location: Chicago
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate banking support for clients, acting as a subject matter expert and processing daily transactions including loan pricing, borrowings, payments, and requests for funds under credit lines.
  • •Independently create and implement complex banking structures, including treasury management services, and support onboarding of new clients.
  • •Manage custody/asset servicing and trust administration activities, coordinating daily execution of client requests and communicating progress to clients, vendors, and the internal team.
  • •Work with relationship managers to ensure proper documentation is received/maintained and to develop additional business and coordinate service team needs for client meetings.
  • •Act as a liaison across partner areas, ensure accurate processing, monitor compliance requirements, and identify service efficiencies and process improvements.

Pay and Benefits

Salary: USD 74,200 - 126,200
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •Knowledge of trust and banking products/services to support client and administrative needs.
  • •4-8 or more years of relevant trust/banking operations experience (or a college/university degree and/or related experience).
  • •Organizational and time management skills to manage a daily, time-critical request flow.
  • •Excellent verbal and written communication skills for client inquiries.
  • •Critical thinking, analytical, and problem-solving skills to identify and resolve client inquiries.
Experience:4-8 yearsWealth managementAsset servicingFiduciaryTrustBanking operationsClient servicing
Skills:CommunicationOrganizational skillsTime managementCritical thinkingProblem-solving

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
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Glassdoor: 3.9
WebsiteLinkedIn