Northern Trust

Financial Services

AssociateRelationshipAdvisor

$100–169k Chicago, Illinois, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Relationship Advisor at Northern Trust. Skills: Relationship management, Client service, Business development. Coordinate account management. Ensure prompt execution”

Industry & Context.

Financial Services
Problems you'll solve

Problem solving; Issue resolution

What They're Looking For.

Must Have

3-5 years in asset servicing, 3-5 years relationship management, 3-5 years related fields

Nice to Have

College or university degree, Relevant proven work experience

What You'll Do.

Coordinate account management

Ensure prompt execution

Follow up on accounts

Respond to service requests

Obtain necessary information

Obtain necessary documentation

Communicate with client

Communicate with vendors

Execute daily client activity

Communicate with clients

Manage daily activity

Develop working knowledge of governing documents

Develop working knowledge of account agreements

Manage assigned account base

Understand client needs

Understand client goals

Exhibit working knowledge of agency account agreements

Exhibit working knowledge of governing documents

Exhibit working knowledge of Advisory Practice services

Exhibit working knowledge of estate planning

Exhibit working knowledge of financial planning

Exhibit working knowledge of capital markets

Exhibit working knowledge of banking products

Exhibit working knowledge of asset management

Exhibit working knowledge of prudent investment principles

Exhibit knowledge of fiduciary duties

Exhibit knowledge of applicable laws

Exhibit knowledge of trust law

Exhibit knowledge of tax law

Exhibit knowledge of asset management

Exhibit knowledge of prudent investment principles

Exhibit knowledge of goals driven wealth management

Exhibit knowledge of holistic advice

Maintain working knowledge of NT resources

Identify opportunities

Collaborate with internal partners

Collaborate with external advisors

Identify client needs

Identify client solutions

Provide focused client service

Contact clients proactively

Assist service team partners

Assist with business development

Prepare client presentations

Make client presentations

Cultivate relationships with referral sources

Cultivate relationships with centers of influence

Build referral network

Identify new business opportunities

Develop new business opportunities

Seek continued development of advisory skills

Grow existing book of business

Grow new relationships

Establish connectivity with centers of influence

How You'll Work.

Team & Collaboration

Collaborate with service team; Collaborate with internal partners; Collaborate with external advisors

Communication Scope

Client communication; Verbal communication; Written communication

Full 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 world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.** The Associate Relationship Advisor role is a transitional role from Account Manager, Wealth Management Advisory to Relationship Advisor and encompasses responsibilities for both. Under general supervision (but working independently most of the time) partner assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead Relationship Advisor by collaborating with the service team and appropriate Northern Trust (NT) resources to ensure timely delivery of high quality account service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client. Role supports other service team client relationships by coordinating account management. Key responsibilities include: 1\. 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 2\. Manage

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