Client Relationship Manager

6 days ago


Chicago, Illinois, United States Northern Trust in Full time

Northern Trust is a forward-thinking company that values innovation, collaboration, and excellence. As a Client Relationship Manager, you will play a critical role in building strong relationships with our clients.

About the Role

Your primary responsibilities will include managing client portfolios, preparing materials for review meetings, and ensuring timely completion of client requests. You will work closely with Investment Advisors to identify solutions to complex problems and make informed decisions.

  • Prepare portfolio materials, retrieve reports, and set up files for existing and new clients.
  • Order reports for portfolio managers and clients as requested.
  • Communicate with clients and portfolio managers on client requests and ensure follow-up.

You will also have the opportunity to develop your skills in tax research and analysis, working closely with the tax area to resolve client account discrepancies.

What We Offer
  • A comprehensive benefits package, including retirement benefits, health and welfare benefits, paid time off, and parental leave.
  • Ongoing training and development opportunities to help you build a successful career.

Join our team and contribute to the success of a world-renowned financial institution.



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