Sr. Account Manager, GFO
Core
Day-to-day client contact for ultra-high net worth individuals and families, managing account operations, transaction processing, and service delivery for the Global Family & Private Investment Offices team.
Role type
Senior Account Manager (Wealth Management)
Builds
Operational client service and account management for high-net-worth families and family offices
Domain
Wealth Management / Asset Servicing
Required skills
Global custody industry knowledge, client relationship management, independent problem resolution, transaction processing, account setup/closure, fee management, internal stakeholder coordination
Preferred skills
Experience with demanding clients, organizational skills, adaptability to unique issues, ability to work under pressure
Technologies
Northern Trust online applications
Responsibilities
Respond to client instructions and queries immediately, resolve issues independently using internal network, oversee transaction processing and ensure system data accuracy, coordinate account opening/closing and authorized signatories, manage fee invoicing and collection, facilitate client use of online applications, escalate concerns timely, maintain client documentation
Seniority
Senior, hands-on IC