Client Administrator, Wealth Mangement Advisory
Client Administrator, Wealth Mangement Advisory
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Job Description
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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
Client Administrator Wealth Management Advisory
Foundation and Institutional Advisors (FIA) is a dedicated national practice within Northern Trust exclusively serving nonprofits endowments and ERISA clients with a minimum of $10 million in investable assets. The Client Advisor team is responsible for managing client relationships and delivering high quality service.
FIA is seeking a driven proactive and intellectually curious partner to complement our business and bring value to our clients.
Core Responsibilities
Maintain client satisfaction by building long-lasting relationships collaborating with the service team to ensure high quality service and delivering client-focused solutions to meet client needs.
Manage assigned book of business to develop a thorough understanding of the clients needs or interests that are in alignment with business focus and priorities.
Oversee and execute daily client servicing activities within prescribed deadlines (e.g. wire transfers vendor payments securities gifting check distributions etc.).
Operate on multi-custodial platforms initiate account openings monitor fee schedules and validate all legal documentation to meet compliance and KYC requirements.
Adhere to policies and procedures for all administrative functions to effect prudent risk management and judgement. Recognize relationship risk issues and seek appropriate resolution.
Collaborate with service team to coordinate meetings review account status and product expansion opportunities.
Identify and address product/service gaps and development opportunities leveraging full array of product capabilities to enhance relationship.
Demonstrate technical knowledge and analysis to assess research and resolve complex client inquiries and business challenges.
Serve as a liaison in matters related to clients to solve problems and issues with internal departments and other business units.
Attend and actively participate in internal and external meetings to discuss relevant issues share practical knowledge and enhance collaboration.
Cultivate relationships with key personnel to drive retention growth and client loyalty.
Travel periodically with service team to meet existing and prospective clients.
Qualifications
College or University degree and/or relevant proven work experience.
5 years experience in asset servicing trust relationship management or related fields.
Functional/industry knowledge of financial products and services investments fiduciary relationships estate planning financial planning capital markets banking and operations.
Highly flexible and adaptable to a fast-paced and changing client-facing work environment.
Ability to think strategically operate independently and multitask multiple assignments.
Excellent interpersonal verbal and written communication skills.
Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need. Successful candidate will work a traditional 5 day work week and will spend their time working at least 3 days in the office per week and any non-office days working from home.
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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.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds 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 .
We hope youre 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
