Rahm Shoshana
Alumni at UIC | Banking Professional at Northern Trust in Chicago | Transit Enthusiast
- Role
- Client Services Representative at Northern Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Rahm Shoshana
I’m an institutional operations analyst specializing in the funding, settlement, and…
Experience
Client Services Representative
Oct 2023 — Present · Chicago, IL, US
Deliver white-glove service and support to Wealth Management clients, ensuring smooth execution of complex financial transactions, account servicing and client onboarding. Known for fast issue resolution, cross-functional teamwork, and precise money movement across ACH, wire, and internal transfer systems.Key ContributionsLed onboarding for over 50 high-net-worth clients, coordinating across departments to ensure complete and compliant documentation, account setup, and seamless client transitions.Processed and monitored daily money movement activities including wire transfers, ACH, and internal distributions using Web-Cash Movement (WCM), FIS and UAT platforms- maintaining 99.9% accuracy rate.Resolved an average of 30-50 client service cases per day, delivering clear, responsive communication and customized solutions.Collaborated with relationship mangers and compliance teams to manage client risk, flag unusual activity, and ensure full adherence to internal policies and regulatory requirements.Documented all client interactions and account changes with a focus on audit-readiness, minimizing operational risk and supporting firm-wide controls.
Education
University of Illinois Chicago
Bachelor of Arts - BA, Psychology
University of Illinois Chicago
Bachelor's degree, Psychology
University of Illinois Chicago
Bachelor of Science - BS, Psychology
2019 — 2023
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