We have other current jobs related to this field that you can find below

  • Associate Client Advisor

    1 month ago

    Chicago, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Client Advisor

    1 month ago

    Chicago, United States Burberry Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Department: RETAIL OFFLINE Location: Chicago, Illinois (US-IL), US At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is...

  • Client Advisor

    2 weeks ago

    Chicago, United States Burberry Limited Full time

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.   We aim to provide...

  • Client Advisor

    1 month ago

    Chicago, United States Burberry Limited Full time

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.    We aim to...

  • Client Advisor

    4 weeks ago

    Chicago, United States Emerging Blue Jobs Full time

    Job DescriptionJob DescriptionOur client, a luxury apparel company in Chicago, is hiring a full time Client Advisor in Chicago!As a Client Advisor, you are representing the brand in the luxury market and lifestyle market, offering the highest level of customer service, maintaining the highest retail standards at all times. You are expected to actively...

  • Client Advisor

    3 weeks ago

    Chicago, United States The Ladders Full time

    Summary The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA's objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling). Responsibilities Partner with others on the team...

  • Client Advisor

    4 weeks ago

    Chicago, United States Neuberger Berman Group LLC Full time

    Summary The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory covering the Midwest & parts of the western half of the United States. The CA's objective is to help grow the business in the territory by collaborating with the Managing Director...

  • Senior Client Advisor Chicago

    3 weeks ago

    Chicago, United States Dolce & Gabbana Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. POSITION OVERVIEW: Senior Client Advisors (SCA) are the top sellers in the...

  • Senior Client Advisor Chicago

    4 weeks ago

    Chicago, United States ILNA Inc. Full time

    Press Tab to Move to Skip to Content Link Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity In Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand POSITION OVERVIEW: Senior Client...

  • Strategic Client Advisor

    2 months ago

    Chicago, United States Surgical Directions LLC Full time

    Job DescriptionJob DescriptionSurgical Directions is the country’s premier procedural health tech-enabled services company. We provide consulting, leadership and technology solutions that power the future of procedural and anesthesia care. We have partnered with over 400 clients across the country, and consistently deliver exceptional results. We instill...

  • Senior Client Advisor Chicago

    2 months ago

    Chicago, United States Dolce & Gabbana Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity In Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand POSITION OVERVIEW: Senior Client Advisors (SCA) are the top sellers in...

  • VP Institutional Client Advisor

    3 weeks ago

    Chicago, United States TOIGO Foundation Full time

    Summary The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory covering the Midwest & parts of the western half of the United States. The CA’s objective is to help grow the business in the territory by collaborating with the Managing...

  • Client Advisor

    2 months ago

    Chicago, United States The Hartford Full time

    Customer Service (Priority Business). Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives. Contact for complex service issues and renewal coordination for their cases. Together with Account Executive, develops pro-active account activi Client Advisor, Benefits, Customer Service, Customer Experience, Advisor, Internet, Banking

  • BOTTEGA VENETA Client Advisor, Chicago

    1 month ago

    Chicago, United States Bottega Veneta Full time

    BOTTEGA VENETA Client Advisor, Chicago page is loaded BOTTEGA VENETA Client Advisor, Chicago Apply locations CHICAGO time type Full time posted on Posted 9 Days Ago job requisition id R135632 Summary Bottega Veneta – inspiring individuality with innovative craftmanship since 1966. Creativity lies at the heart of all that we do. Born in Vicenza the house is...

  • Private Client Advisor II

    1 month ago

    Chicago, Illinois, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Associate Client Advisor

    1 week ago

    Chicago, United States Marsh & McLennan Companies Full time

    Company: Marsh Description: Marsh has a great new opportunity for a Cyber Associate Client Advisor colleague to join our dynamic team in our Chicago office. What can you expect: Become a member of Marsh's cyber team who delivers expert advisory and market-leading solutions to help manage cyber risk with confidence. In this client facing role you will...

  • Client Advisor 4

    3 weeks ago

    Chicago, United States Huntington Bancshares Inc. Full time

    Description Summary: The Client Advisor IV is part of Huntington Bank's Private client group and is responsible for maintaining, servicing, and expanding relationships for a group of moderately complex Wealth and Investment Management non-fiduciary clients. Duties & Responsibilities: Builds relationships with existing and new clients and coordinates the...

  • Client Advisor

    4 weeks ago

    Chicago, United States Burberry Full time

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide...

  • Wealth Advisor

    1 week ago

    Chicago, United States Windward Recruiting Full time

    This opportunity is for a Wealth Advisor/Portfolio Manager in Chicago to provide exceptional client service, manage investments, and drive business growth for ultra-high-net-worth clients. DUTIES & RESPONSIBILITIES Deliver outstanding client service with high integrity and ethical standards. Build and maintain strong relationships with new and existing...

  • Financial Advisor

    2 months ago

    Chicago, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

Client Advisor

3 months ago

Chicago, United States Northern Trust Full time
About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Job Title: Client Advisor

Job Description Summary:

The Client Advisor, WM role is responsible for managing individual and family wealth management client relationships while delivering high quality service. Responsible for the overall client satisfaction, by collaborating with the service team and appropriate NT resources to ensure timely delivery of high quality account service, proactive delivery of advice, issue resolution, effective communication of client needs to partners, and development of overall advisory relationship with client.

Major Duties:
  • Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits knowledge of agency account agreements and governing documents. Exhibits knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles.
  • Guides client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology
  • Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement
  • Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills
  • Exhibits knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management, financial planning and prudent investment principles
  • Understanding of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution
  • Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT
  • Teaches and mentors less experienced partners
  • Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements
  • Seeks continued development of fiduciary and advisory skills through training and experience.
  • Exercises judgment based on the analysis of multiple sources of information
Knowledge:
  • Strong relationship building skills
  • Ability to identify opportunities to grow and develop client relationships
  • Knowledge of financial products and services, usually acquired through related work experience, is required to manage client accounts
  • Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients
  • Some knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts
  • Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship
  • Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
  • Ability to explain difficult or sensitive information; ability to work to build consensus
Experience:
  • A College or University degree and/or relevant proven work experience is preferred.
  • 5-7 years' experience in asset servicing, relationship management, personal trust, investment management or related fields is required.


Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRH[redacted].

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.