Financial Services Partner

3 weeks ago


Chicago, Illinois, United States Northern Trust Full time
Job Description

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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