Associate Relationship Advisor, Wealth Management

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.

ASSOCIATE RELATIONSHIP ADVISOR WEALTH MANAGEMENT

OH: R147713

Partner assumes responsibility of a limited number of accounts where the partner serves as a lead Relationship Advisor managing assigned account base with sophisticated wealth management clients by collaborating with client service team clients and resources to ensure timely delivery of high-quality account service issue resolution effective communication of client needs to partner and development of advisory relationship with client. Role supports other service team client relationships by coordinating account management.

Job Description

• Coordinates account management by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity. Develops and maintains working knowledge of governing documents and account agreements.
• Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the clients needs and goals. Exhibits working knowledge of agency account agreements and governing documents.
• Exhibits working knowledge of Advisory Practice services/offerings (including estate and financial planning) capital markets banking products/offerings asset management and prudent investment principles.
• Exhibits developing knowledge of fiduciary duties and applicable laws including trust and tax law asset management and prudent investment principles. Once trained exhibits knowledge of goals driven wealth management and holistic advice and ability to begin delivering to clients and prospects.
• Maintains a working knowledge of various NT resources and utilizes knowledge experience and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.
• Focused client service with responsiveness diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
• Assists service team partners with business development including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
• Seeks continued development of advisory skills through training and experience.

The successful candidate will benefit from having the following competencies:

• 5 years of experience as a relationship manager in trust administration estate administration estate planning or related fields.
• Undergraduate Graduate or JD degree and/or CFP CTFA or other professional designation is strongly preferred.
• Knowledge of fiduciary and financial products and services usually acquired through related work experience is required to manage client accounts.
• Specific experience with fiduciary accounts and issues required to service complex relationships.
• Knowledge of investments tax legal and operations usually acquired through formal education or related experience is required to service clients.
• Knowledge of fiduciary standards principles and applicable laws and regulations usually acquired through training seminars or law school is required to administer accounts.
• Skills in negotiating problem solving delegating leadership and sales are necessary to service the client relationship.
• Interprets internal/external business challenges and recommends best practices to improve products processes or services.

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.