Associate Relationship Advisor

Northern Trust
Seattle
Workplace: OnsiteFull timeUSD 114,540 - 194,580Function: Customer Success & Account ManagementExperience: 3-5 yearsSkills: ["Analytical thinking","Negotiation","Problem-solving","Sales skills","Time management","Communication","Diplomacy","Tact"]

Coordinate daily client servicing for wealth management accounts, executing activities, communicating with clients and vendors, and resolving service requests with clear follow-up. Build and maintain knowledge of governing documents, advisory offerings, and fiduciary responsibilities to support client transactions and account administration. Collaborate with internal teams and external advisors, enhance relationships, and assist with business development activities and client presentations.

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FursaFursa
Northern Trust
Northern Trust
13 hours ago

Associate Relationship Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Coordinate daily client servicing for wealth management accounts, executing activities, communicating with clients and vendors, and resolving service requests with clear follow-up. Build and maintain knowledge of governing documents, advisory offerings, and fiduciary responsibilities to support client transactions and account administration. Collaborate with internal teams and external advisors, enhance relationships, and assist with business development activities and client presentations.
Location: Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate account management by executing daily client activity, responding to service requests, and following up with clients and vendors to resolve issues.
  • •Develop and maintain working knowledge of governing documents, account agreements, and advisory practice services to support account setup, status updates, and document requests.
  • •Manage an assigned base of wealth management clients by understanding client needs and goals and supporting transactions and account administration.
  • •Use knowledge of internal resources to identify opportunities for relationship enhancement and collaborate with internal partners and external advisors.
  • •Assist service team partners with business development, including preparing and making client presentations and cultivating relationships with referral sources.

Pay and Benefits

Salary: USD 114,540 - 194,580
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsDisabilityPaid LeaveParental LeaveCaregiver LeaveLife Insurance

Key Requirements

  • •3-5 years in asset servicing, relationship management, or related fields.
  • •Knowledge of financial products, operations, and accounting systems to oversee client transactions.
  • •Developing knowledge of investments, advisory relationships, estate and financial planning, capital markets, banking, and operations.
  • •Emerging knowledge of fiduciary standards and practices.
  • •Ability to explain complex information clearly and demonstrate analytical, negotiating, problem-solving, and sales skills.
Experience:3-5 yearsWealth managementAsset servicingRelationship managementFinancial services
Skills:Analytical thinkingNegotiationProblem-solvingSales skillsTime managementCommunicationDiplomacyTact

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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn