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Associate Relationship Advisor

2 months ago

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

Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.

As a Fiduciary Relationship Manager, you will play a key role in ensuring client satisfaction on a limited number of accounts. You will collaborate with the service team and NT resources to deliver quality fiduciary service, resolve issues, and develop advisory relationships with clients.

Key Responsibilities:

  • Coordinate account management tasks, respond to partner and client service requests, and execute daily client activity.
  • Manage assigned account base of wealth management clients, working with clients and their advisors to develop a thorough understanding of their needs and goals.
  • Maintain a working knowledge of NT resources and utilize fiduciary knowledge to identify opportunities for relationship enhancement.
  • Exhibit excellent time management skills, responsiveness, diplomacy, and tact in client service.
  • Apply fiduciary knowledge and judgment to fiduciary relationships, understanding and complying with internal policies, processes, and procedures.

Requirements:

  • Knowledge of trust operations and accounting systems, general business knowledge, and developing knowledge of fiduciary standards and financial products and services.
  • Analytical, negotiating, problem-solving, and sales skills to effectively service the client relationship.
  • Ability to explain complex information to others in a straightforward manner.
  • College or university degree and/or relevant proven work experience with client relationships and wealth planning issues.

Working with Us:
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. 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.