Financial Services Partner
3 weeks ago
Northern Trust is a leading financial institution that has been serving clients for over 130 years. As a Financial Services Partner, you will play a critical role in supporting our clients' complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
Key Responsibilities:
- Coordinate the administration of client accounts, including fiduciary, investment management, estate settlement, guardianship, and custody services.
- Establish and maintain client relationships, responding to inquiries and producing action plans and reports.
- Oversee transaction processing in coordination with the Client Support Services Team.
- Assist Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors with client requests, meetings, and business development.
- Develop and maintain a working knowledge of governing documents and account agreements.
- Communicate with clients regularly to inform them of account set-up or status, document requests, or other information.
- Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
Requirements:
- 5-7 years' experience in financial servicing or related experience/credentials.
- College or University degree and/or relevant proven work experience.
- Highly flexible and adaptable to change.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
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.
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