Account Manager, GFO Banking

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 67,500 - 111,500Function: Customer Success & Account ManagementEducation: bachelorsSkills: ["Organizational skills","Time management","Communication","Critical thinking","Problem-solving"]

Coordinate banking, custody, fiduciary, and investment administration for ultra-high net worth clients within the Global Family & Private Investment Offices team. Serve as the main liaison for client service partners, handle inquiry resolution, and monitor reporting. Support daily banking needs, process complex transactions, ensure accurate account setup and fee reviews, and identify service efficiencies and process improvements through proactive initiative.

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FursaFursa
Northern Trust
Northern Trust
1 week ago

Account Manager, GFO Banking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Coordinate banking, custody, fiduciary, and investment administration for ultra-high net worth clients within the Global Family & Private Investment Offices team. Serve as the main liaison for client service partners, handle inquiry resolution, and monitor reporting. Support daily banking needs, process complex transactions, ensure accurate account setup and fee reviews, and identify service efficiencies and process improvements through proactive initiative.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate banking/custody/fiduciary/investment administration for wealth management clients.
  • •Identify client needs, resolve client inquiries, and coordinate setup of account services while monitoring client reporting.
  • •Act as main liaison for the client service team, working with partner areas to meet client requirements.
  • •Support daily banking needs by processing transactions and assisting with complex banking structures and treasury management services.
  • •Work with teams and relationship managers to ensure documentation, fees setup/review, and ongoing account administration, while identifying service efficiencies and process improvements.

Pay and Benefits

Salary: USD 67,500 - 111,500
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveSpending AccountsDisability InsuranceLife Insurance

Key Requirements

  • •Knowledge of trust and banking products/services is required to service client and administrative needs.
  • •Organizational and time management skills to manage a consistent flow of time-critical client requests.
  • •Excellent verbal and written communication skills.
  • •Critical thinking, analytical, and problem-solving skills to identify and resolve client inquiries.
  • •A college/university degree and/or 2-5 relevant experience in trust/banking operations is preferred.
Experience:Wealth managementAsset servicingBankingFiduciaryPrivate investment offices
Education:Bachelor's
Skills:Organizational skillsTime managementCommunicationCritical thinkingProblem-solving

Eligibility

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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn