6 дней назад
Account Manager, GFO
67 500 - 111 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager, GFO (Global Family Office): Managing day-to-day client relationships, operational requests, account activity, documentation, invoicing, and online system access for family offices and their representatives with an accent on client communication, global custody, and independent issue resolution. Focus on coordinating account opening and closing, resolving transaction and service issues, maintaining accurate client records, and supporting growth opportunities with Relationship Managers.
Location: Chicago, IL, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.
Salary: $67,500–$111,500 USD per year. The range represents base pay; a discretionary bonus program may also apply.
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 contact for family members, family offices, and nominated representatives.
- Build trusted client relationships and respond to instructions, inquiries, and concerns.
- Resolve operational issues independently by coordinating with internal partners and using product knowledge.
- Execute daily client activity, oversee transaction processing, maintain documentation, and keep system information current.
- Coordinate account opening and closing, authorized signatories, global markets requests, user access, invoicing, and fee collection.
- Work with Relationship Managers to identify growth opportunities and additional business.
Requirements
- Strong understanding of the global custody industry.
- Direct experience interacting with demanding clients or prospects and meeting their needs.
- Excellent written and verbal communication, organization, time management, and project management skills.
- Ability to prioritize competing demands, work under pressure, and adapt to a wide range of issues.
- Ability to take ownership of problems and resolve them independently.
- U.S. work authorization is required; employment-based visa sponsorship is not available.
Culture & Benefits
- Flexible and collaborative work culture with accessible senior leaders.
- Opportunities for internal movement and professional growth.
- Retirement benefits, including 401(k) and pension benefits.
- Medical, dental, vision, spending account, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Inclusive workplace with opportunities to support community and philanthropic initiatives.
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