Associate Relationship Manager, Investments

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 74,200 - 126,200Function: Customer Success & Account ManagementExperience: 1-2 yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Listening"]

Support Relationship Managers in servicing Northern Trust Asset Management’s institutional investors. Coordinate client servicing activities and internal resources to ensure timely, accurate execution of client requests. Handle day-to-day inquiries, track action items, and manage account maintenance such as onboarding, mandate changes, restructures, and related requests. Prepare materials for client meetings and participate in meetings to build product and industry knowledge.

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FursaFursa
Northern Trust
Northern Trust
13 hours ago

Associate Relationship Manager, Investments

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support Relationship Managers in servicing Northern Trust Asset Management’s institutional investors. Coordinate client servicing activities and internal resources to ensure timely, accurate execution of client requests. Handle day-to-day inquiries, track action items, and manage account maintenance such as onboarding, mandate changes, restructures, and related requests. Prepare materials for client meetings and participate in meetings to build product and industry knowledge.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Support Relationship Managers in servicing institutional client relationships.
  • •Assist with day-to-day client inquiries, requests, and follow-up activities.
  • •Coordinate internal resources to resolve routine client servicing and operational issues.
  • •Track action items and ensure timely completion of deliverables.
  • •Manage account maintenance including onboarding, mandate changes, restructures, and related requests.

Pay and Benefits

Salary: USD 74,200 - 126,200
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field, with 1 to 2 years of experience in financial services or investment management.
  • •Foundational knowledge of financial markets, investment products, and portfolio management.
  • •Ability to listen purposefully and apply problem-solving skills to identify and quickly address client servicing issues.
  • •Excellent written and verbal communication skills.
  • •Proficiency with Microsoft Office and CRM platforms, plus Series 7 and 63 licenses required (to be obtained within the first 90 days).
Experience:1-2 yearsFinancial servicesInvestment management
Education:Bachelor's in Finance, Economics, Accounting, Business Administration, or a related field
Skills:CommunicationProblem-solvingListening
Certifications:Series 7Series 63
Tech Stack:Microsoft OfficeCRM platforms

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
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