6 дней назад
Sr. Account Manager, GFO
74 200 - 126 200$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Account Manager, GFO (Wealth Management): Coordinating banking, custody, fiduciary, investment administration, account services, reporting, and issue resolution for ultra-high-net-worth family office clients with an accent on trusted relationships, operational accuracy, and discreet high-touch service. Focus on resolving complex client requests independently, coordinating internal banking and custody partners, managing account activity and documentation, and supporting growth opportunities.
Location: Chicago, IL, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.
Salary: $74,200–$126,200 USD base pay annually.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Serve as the day-to-day client contact for ultra-high-net-worth individuals, families, family offices, charities, and foundations.
- Coordinate banking, custody, fiduciary, investment administration, account services, reporting, and transaction processing.
- Respond to client instructions and inquiries, resolve issues independently, and escalate concerns when appropriate.
- Coordinate account opening and closing, authorized signatories, online-system users, documentation, fees, invoicing, and fee collection.
- Build relationships with internal partner teams to deliver solutions and support client requirements.
- Work with the Relationship Manager to identify growth opportunities and additional business.
Requirements
- Strong understanding of the global custody industry.
- Direct experience interacting with demanding clients or prospects.
- Excellent organizational, written, and verbal communication skills.
- Ability to prioritize competing demands, resolve problems independently, and work under pressure.
- Time and project management skills with adaptability across varied and occasionally unique issues.
- U.S. work authorization is required; employment-based visa sponsorship is not available.
Culture & Benefits
- Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
- Retirement benefits including 401(k) and pension.
- Health and welfare benefits including medical, dental, vision, spending accounts, and disability coverage.
- Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
- Discretionary bonus program that may include an equity component.
- Inclusive workplace with opportunities to support local communities through philanthropy.
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